Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC - Cortland (NY)

Jim Mcgonigal Staff is very friendly, courteous and helpful.

Kim Parks Have never been involved with such a caring business, the staff bends over backwards to make certain we have what we need.. they take time with me and it is much appreciated.

john schmitt When speaking with Lou or Oliver they are informative and friendly and really care about doing the best for me.

Marie Rhodes Ive had the easiest process setting up retirement accounts with Joe. He goes above & beyond to help me understand things in an area I am not familiar. He has been timely, patient, and all I could ask for!

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

John Brozowski My daughter attends school here and has had a great experience. The campus is beautiful and the school is constantly improving the facilities. The administration is very proactive and for a small college I’m impressed with how much they do for the students. Campus life is welcoming and they offer many things to do outside of the classroom. Winter can be tough with winds off the lake but school is not in session during the worst part of winter. Fall and spring are nice and summer is beautiful. The town is small but they had recently been awarded a huge amount of money by the state and the results are stunning, they have really done a great job improving the downtown and port area and are currently working on a new marina.

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.