IA Financial Advisors - Windham (NY)

Lou People like me shouldnt have money. Thats why my parents recommended Ed Grassi at Burns. I started an account with him and it has been a success ever since. The company feels personal and responsive. My name is Lou and I stand by all my reviews.

Unger Kat (Kat) I switched to key bank from national bank of Coxsackie because my card kept getting frozen for normal transactions. Ever since I switched to KeyBank, it’s been easy. I had to replace my card once due to losing it, and I got it quickly replaced. The staff in Catskill and both Hudson locations are super friendly and helpful. The Catskill branch is where I initially opened my accounts and I have been satisfied using them since. All the fees are fair and they make it easy to have a joint checking and savings and also offer credit card options and loans.

Sue Dean Charmaine Gregori is awesome, efficient, fast, and professional. She tells us what to bring and is wonderful!! Weve relied on her for several years. Well be back next year!

Daryl Davis CCTC has been my bank since 1985, Ive always been greeted warmly by the staff. I have only had one issue in that entire time. I finance my cars though this bank and have great rates. Getting a personal loan with a low rate was very easy and very little time.( I think I was there for about an hour.) Left with the money in my account. For as long as I can remember the staff at CCTC has always been friendly and helpful. At this point I dont think I would go anywhere else.

Richard Schnurbusch The Fort Edward’s Emerich technicians were able to diagnose the problem with my Cub Cadet quickly and get it back to us in a timely manner. Suzanne in Service is wonderful, very personable and easy to work with. Manager Billy Jo has been beyond helpful as is the entire team there. We buy all of our equipment at the Fort Edward’s location and have our service completed there when needed. Top notch!!

Thomas Zimmerman Professional, knowledgeable, thorough, client oriented wealth management company. Your financial future couldn’t be in better hands. Jonathan, Carolyn & Matthew will competently walk with you to accomplish your investment goals.