Keyes Financial Services - Lake Placid (NY)

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.

Robert Spanley They have been helpful with needs and he explained everything to me.

Gail Monso Visited to pay property taxes. Waited on entry line for 45.minutes. Elderly and disabled customers not accommodated even when asked at front desk. clerks were ignoring people standing on.line to enter to help those who were inside and could not ask.a windows clerk in the waiting area for assistance. System not.customer friendly. Many people were from.outside NYC assisting relatives with paying property taxes. No dedicated lines or assistance with people who owed excessive amounts of parking ticket. People and corporations paying property taxes were coming glad with peoples who cars were towed.or.owed extensive.amounts of.parking tickets. law.abiding citizens just want.to.pay taxes. online system was not working. no kiosk in the area dedicated to pay property tax with the assistance of a representative.

Cody O’Meara I opened an account here this week online. I had to go in to do a first time withdrawal as the debit card hasnt come in yet. I had the most nicest and professional bank teller. I normally dont ever go inside the banks, but this was a nice benefit at the Johnstown branch for needing to go in on this occurrence.

Matt Anderson I had a client with lingering tax debt. My agent was respectful and very helpful with getting the balance due and informing me on how we pay the IRS directly on balances due like this. Did not wait on hold very long; I greatly appreciated the help they provided.

Maria Tinoco This Insurance agent and office staff are phenomenal. They are professional, attended to my needs for my vehicle, and explained what I was covered for on my auto insurance. Yes I will refer them to family and friends ⭐️⭐️⭐️⭐️⭐️

Theresa Schultheis Cliff and his staff are very helpful. Been going there for 4 years and will continue. Son will be gping to him this year also.

Miss Hartley They do our taxes there, but we feel like family when we call or walk in for any reason. Carolyn the office manager knows us by voice and is always so sweet and welcoming. Mr. Cumberbatch is so patient and knowledgeable about anything accounting, investing and taxes. My whole family uses them and we would never go anywhere else. Truly a wall street service from a neighborhood firm!