Ivy Financial Group - Manlius (NY)

Jessica Schifilliti I have been banking here since they opened the Cortland office. The staff are accomodating and friendly and the Global checking provides me with no service fee and cash back.

Vicki Guidice Ive worked with Brighton Securities for quite a few years first with George and now with Jennifer Snyder. They provide great advice and manage our money very well. They always return calls promptly even though we dont have a huge portfolio. I get my taxes done with them as well and the tax department is efficient. Very nice people to work with and I know they are trying to make my money go as far as it can.

Joan Pott Had a very smooth and painless transaction filing a fraud dispute for unauthorized charges made on my debit card, and then closing my checking account and opening a new one. Mark Hulbert was professional, calm, and reassuring!

Avona Whyte Mervyn Boone Jr was introduced to me by a friend 10 years ago. I am professional in my field, Teacher, with no financial education except the basic. I was able to build my financial house( getting out of debt, saving for retirement, college savings for my kids, Emergency savings and protect family with life insurance) for my family with the recommendation from Mervyn. He is a honest business man that put clients first interest first. I would definitely recommend doing business with him and his company.

Dan Quinn Chip is very knowledgeable and will guide you through the investing and wealth management process in simple and easy to understand terms. Chip and his team are thorough, professional and responsive. Highly recommended RIA.

Heidi Fox Always helpful everytime I have need to go to the bank.