H&R Block - Catskill (NY)

Dona Giglio Funny story: Sort of sad too, After my husband passed away in 2018 my ex husband of 20+ years past (who always scrutinized every penny earned and spent) recommended Michael McGovern and Modern Bookkeeping to me. I took his advice (the only time ever probably) Thanks to Modern Bookkeeping 5 years later I am retired and without worry. Michael has expert advice in all aspects of financial planning and he made me feel like part of the family. As I take stock and express gratitude it occurs to me that I should let the world know. If you want an honest, reliable and digitally savvy financial care provider give them a call! I am out of state and it never occured to me that I could post a review in another state, duh. Do it now, so you are in a better 2025 tax position!

Gail Starkweather My husband and I have been with cobblestone country federal credit union over 27 years. We have my savings and checking. I also have a Christmas club. Car/truck loans, motorcycle loans, RV loans yep we’ve had a few. I love that they can preset my money transfers to my accounts and take care of my loan payments so I don’t have to. Everyone I have worked with at CCFCU is always kind , courteous and helpful. Even our college student is now banking with CCF CU and was able to buy her firsts car.

Lonnie Lavene Was not very helpful at all

Jasper Morello James is very knowledgeable and great to work with. He ensures you know all the options. He did a great job helping me with my investments.