Leigh Baldwin & Co LLC - Norwich (NY)

Cathy LaRocca Steven is an in person advisor proficient assessing ones financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.

Lana Hower Very knowledgeable and friendly. Erik explains everything clearly. I really enjoy the personalized service. It’s good to talk to an actual person and the same person each time to get consistent and comprehensive service.

Andrew Thomas My business hit a wall during the pandemic but thankfully I reached out to the Hindsight Financials team and now my business is on the right track. They really took good care of my business and even my personal situation.”

Roberto Capriotti A very intuitive system that is all there for you! The staff is super friendly and knowledgable. Ive never been let down by Greenslate! Go for greenslate!

Gerald Brownhampton Shane Clarke is the best there is. He is extremely helpful and knowledgeable. I wouldnt recommend anyone else.

Deb DiMatteo Generations Bank has been wonderful for our family. My 97 year old mother gets cash to pay for things and she writes out exactly what she wants in a variety of bills. The staff are very patient with her and cheerful to us.