Loan Till Payday - Utica (NY)

Mark DePerrior This firms tax expertise is fantastic. They are very meticulous in the prepartion and review of tax returns. The audits are excellent. The workpapers are very well regarded by the IRS and NY tax authorities.

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

RESA CHADLEY They are always best citizens staff

Erika Imranyi We just closed on a new house and used Ulster for the mortgage. We were so happy with our experience. Our mortgage specialist Kyle Buckley was knowledgeable, patient, and attentive. He even took calls after hours and went above and beyond when we ran into an eleventh-hour complication that nearly delayed our closing. The bank is so professional and made the process simple with a great online portal. I would highly recommend Ulster for your mortgage needs and ask for Kyle!

Holly Reilly We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.

John Kaufmann Very good, small, well-run credit union.