JK Financial - Bayside (NY)

Dave Muz Ive had a great experience working with Sam Bloomberg for the last few years. Hes both knowledgeable and proactive when it comes to handling my complicated financial situation. I appreciate his willingness to seek out deductions that support my business goals and support my long term growth. Thanks Sam for all the support!

Amil Sarfraz My client hired Kevin for the sale of her property. Kevin went above and beyond the call of duty. More than any other surveyor Ive seen. 1 million stars.

Christian Zyla Alisha is very prompt and courteous addressing everything

Keisha Sweeting Everyone is always friendly and helpful here. There was ONE time when I got someone who was less friendly than the others and I have only seen that person the one time. I also love their online banking system. I just wish they had Saturday hours, and a location going between Oswego and Mexico.

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Sean N I’ve been a customer for 10+ years, and generally deal remotely with the bank via the telephone or the online services. The staff has consistently been courteous and prompt.

Laura Hoysradt-wheeler Greylock Federal Credit Union has been a lifesaver for me. The family atmosphere is real. The banking is so much easier within open hours or closed, the auto teller is just like a real teller, you just have to get used to the buttons and options and your all set. I never regretted switching from the bank I used for most of my adult life. Greylock really is a friendly and helpful bank with sweet staff. Thumbs up 100% from me!