KWM Wealth Partners - Ameriprise Financial Services, LLC - Goshen (NY)

Nick Huber We have financed several self storage projects with Jason Moore in the commercial banking department. It has been an amazing experience! They know the industry well and Jason is very professional. Quick responses, excellent communication and overall just great service. They close loans on scheduled timelines and you always know what to expect. I highly recommend them for commercial lending!

Estelle McCumber Nice to do business with

DrA.J. It’s the best financial organization around, especially Mr. Auby Curtis vice president world banking

Brad Berry I am always very satisfied. Knowable and customer service. The best.

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.

Bob Siebold John is amazingly honest and puts his clients well being first above all. I would recommend him to anyone who is searching for a strong financial adviser.

Jeff Stavitsky My wife, Pamela, has been a client of Neils for almost 15 years now. Neil is extremely knowledgeable, helpful, accessible, patient and his rates are very fair for all of the work that he does! I am so impressed by Neil that I will be switching away from a large, high profile accounting firm to Neil this coming year. My wife and I highly recommend Neil G. Carousso, CPA,CFP for all of your accounting needs-