Hudson Heritage Capital Management, Inc. - Croton-On-Hudson (NY)

Katharine Lloyd My family & I have been using KeyBank for decades and have always found that everyones friendly and helpful.

David White My relationship with Thomkins Insurance started when I applied for a HELCO. During that process I spoke to an agent about my home owners policy but decided to stay with Security Mutual. This spring all my policies were up for renewal in June. My previous agent who had been with for years retired. I took that opportunity to look into upgrade my policies and saving Some money. That when I had a conversation with Lisa. She reviewed my policies and found a couple of issues that were costing me extra. I was able to get a refunded on the overcharged items. Lisa came back with premiums on my three policies that saved me some money. I was able to cancel my existing policies and get a full refund. The change over went smoothly and I’m very happy with the results. Thank you

ruth paschen close to my home can walk there and I know most of the employees. They are friendly.

k stran Worst bank ever. Do yourself a favor and choose literally any other bank. You go in, the customer service sucks. The hours for this place suck. On top of that, there have been way too many instances where we have absolutely 0 access to our bank accounts. No way to login online, call and they can’t give you any information, NOTHING. Currently unable to look at my account to see anything AGAIN. What kind of janky old system are you people using?? On top of their extremely silly rules they have, their dumb hours, no after hours help, not being able to have access to our account on 10+ occasions over the past couple of year (not at all Exaggerating). It’s quite laughable that you are able to build a brand new bank 5 miles from the one you already got but unable to upgrade to a system that actually works. As I said before, steer clear of this place. Not worth the hassle at all. Also gotta love all their generic responses to complaints in the past year but absolutely 0 effort made on fixing the same ongoing problem. Hope this place goes under and quickly

Mukhjinder Singh Not recommended: Jerry never respond to follow-up calls. He is not an accountant who will help you or care.

Kristina L I recently contacted RJ Caruso for some work I needed done. I sent a request through their website and was contacted back promptly. I was connected with Trisha who was incredibly knowledgeable and helpful. She was able to complete the work I needed done within a day and walked me through the process step-by-step. When I went to the office to sign paperwork the receptionist was just as helpful and kind. I will be using this company in the future and would highly recommend them. Thank you RJ Caruso & Trisha!

Erika Imranyi We just closed on a new house and used Ulster for the mortgage. We were so happy with our experience. Our mortgage specialist Kyle Buckley was knowledgeable, patient, and attentive. He even took calls after hours and went above and beyond when we ran into an eleventh-hour complication that nearly delayed our closing. The bank is so professional and made the process simple with a great online portal. I would highly recommend Ulster for your mortgage needs and ask for Kyle!