Jim Thomforde - Morgan Stanley - Ithaca (NY)

Christopher Connolly Great staff. Always helpful...they care!!

Kristin Young I cant say enough good things about Paul Deagle. He is attentive to detail and very knowledgable in the finance world. Paul goes above and beyond to provide personal service and communication with you to help you with all your financial needs.

Heather Radhs I have nothing bad to say about this place. I ran into some hard times and needed a little help. Mr Gould is an amazing case worker. With my hard effort and ambition. Him and I have been able to get me back on my feet. Thank you so much for all your help!!!

danielle pendolf She was amazing! I highly recommend her to help with whatever financial help you need. She’s wonderful!

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

Elizabeth Mondrick I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or direction. I cannot recommend Strategic highly enough…these people really care.

Caroline Luther My husband and I have had an excellent experience with First Command. Since we first met with Karyn, we have taken steps toward our financial goals and feel more confident in our financial decisions. Karyn is organized and patient with our questions. We trust her and First Command with financial advising services.