HSBC ATM - Oswego (NY)

Pooniel Healy Jon and staff are always responsive, helpful and knowledgeable. We trusted them with my Moms investments and Ive been personally investing with them for about 8 years with no complaints. Their investing approach is by far THE most sensible and the returns have been amazing. Thanks all

Jean Carlson Thomas Gwin is an excellent professional financial advisor. He is very knowledgeable and understanding. I trust his financial advice.

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris

Matthew Smith This is the only competently run branch Ive encountered. They solved the problems caused by the incompetence at other branches. The only drawback is that all KBs now have 9am lobby hours which doesnt work for anyone with a job.

qflqjrdm I have been a client of Monarch Wealth for more than eight years. During that time, they have always been quick to respond to my inquires and done an excellent job of managing my accounts. I appreciate the fact that they a locally based and that I talk to the same individual whenever I contact them. Finally, they have handled my account with the highest degree of professionalism.

Cole Ellison I have not had to deal with the place of business personally; however one of my close friends does associate with this place of business and they are having a less than satisfactory time. Code enforcement condemned their apartment; The company has been notified of these issues prior to the condemnation of the apartment. They have not provided temporary housing or housing assistance. They have not communicated their concerns well enough either. The way they are handling this situation, has been best described as unprofessional.

Scott Flint Eric is always friendly and very professional. Definitely instilled confidence with me.

laura ward Horrible upper management and Very disrespectful employees