H&R Block - Catskill (NY)

Graysen Betts My wife and I have had an outstanding experience with Sage-Rutty Advisors. From day one, their team has gone above and beyond to help us feel confident and secure in our financial future. They’ve provided expert, personalized guidance with our budgeting, retirement planning, and investment management. A special thank you to Craig—he has truly been the best. His knowledge, patience, and ability to explain complex financial concepts in a way that makes sense has made all the difference. We genuinely trust his advice and appreciate how deeply he cares about helping us reach our goals. Sage-Rutty is a top-notch firm with top-tier people. We highly recommend them to anyone looking for smart, steady, and trustworthy financial guidance.

Laurie Butler Derek Bell is the best!Been with him over 20 yrs!Honest, professional, helpful. My retirement is all set thanks to Derek!

Jennifer Cordick I have been with UFirst 10 years now, the staff is always polite to me and very understanding in most cases. Leah Dubrey in particular has always been amazing!! Thanks sooooo much for your help with my recent big transaction, nothing like a patient person like Leah to help you out!

Anthony DeMiglio Both Jeremy and Barrett are amazing to work with , the depth of knowledge and personal attention to my specific financial needs are incredible. Ive work with many firms over the years and can say without reservation they are the best , hands down.

Robin Cortese Angela Renna has represented our Business for over 10 years. She’s handled our Company’s 401 k programming along with benefit offerings for our 168 employees. All with white glove and five star service. A personalized meeting which continues, following the sales of our business. We have been extremely fortunate to be aligned with such a professional. I highly recommend her as a representative for wealth management and employment benefits.

Noah Armstrong nice bank

Stan Campbell whole staff very helpful and great listeners to understand situation and help with options for solutions.

Bebe Excellent tax preparation service.