Knack, Pavloff & Company, LLP. - Monticello (NY)

Michael Myers Helpful

Jonah Lipsky Stephanie has been a wonderful financial advisor for me over the past 6+ years. Ever since I got a job where I was starting to earn some extra income, she has been my go-to person for figuring out how to work with my financial situation to grow my wealth for the future, and also how to think about money and wealth for my life right now. More than just a financial advisor, she has helped me to think about money and wealth in a holistic fashion, since it really is not just the money that matters, but your quality of life that matters most. As a hourly-fee-only advisor, she has zero incentive for you to park your money with her, since thats not her business model. She only accepts an hourly fee, as opposed to managing your assets, which means her advice is free from any possible outside pressure to encourage you to do this or that with your money. Ive learned a ton from her, and I cant recommend her highly enough.

Lisa Aiello Our company made the decision to switch out accounts over to Pioneer Bank after a virtually non existent relationship with our current bank. Christina has been such a pleasure to work with, and from the start, she has gone out of her way to provide us with amazing service. She has been invaluable with helping us navigate the SBA resources available during this crisis, and has worked hard to make sure our business has the resources that it needs. We couldnt be happier with Pioneer!

Saranna Shevalier The women at the bank are very helpful and have always made us feel like family. Would definitely recommend.

michael brower Best people. They care. Never a problem

Alanny Brea Crystal was a very nice,polite and fast worker. She resolved my problem in a matter of minutes . The best worker there for sure, she makes ever visit more Pleasant

Lisa DeCarlo We love our space at the Arnold Gregory Complex, our Church is located there with Services on Fridays at 7pm. The Owner and his Employees are very nice as well!

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

Bromleys Mom The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the clients own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.