Lieblich Financial Services - Pomona (NY)

Ann DeBottis Dan always takes the time to know what your needs and goals are. Definitely would recommend.

Tameeka Bethea I had a great experience at the the Brunswick branch for my first time coming in for service. The member relationship manager Katie and staff there were courteous. I regularly branch in Latham and its undergoing many different changes. I found the Brunswick branch exceptional with getting my needs met with their customer service.

Shea Lynch I used their services when I was employed at an Albany based company. Initially I liked using their services and relied on their expertise. However after a couple no show meetings, being ghosted when I reached out to them to reschedule, I cannot recommend them as a professional service UPDATE: I updated this review to 4 stars after Jose reached out personally to apologize. While we are still not going to use their service, I do appreciate the commitment to better communication.

Jeremiah Cisz Good people and good work!

Cindy Poole Brent is the best. He has helped me meet my retirement goals, and my ROI always beats my spouse’s Vanguard! Very easy to work with and gets results!