LUNDE + CO. - Ballston Spa (NY)

Marco Berna Great Service and advice. Isaac is very knowledgeable, responsive and does an exceptional job!

Shanna Rhodes Very nice staff, always have a smile on there faces. Very helpful to! And even with all of the changes were all going through during this pandemic, there doing a great job with keeping there staff and others safe. Keep up the good work ladies.

philip rivenburg Friendly people

EMME For two decades, Im happy to share a positive customer review of Prato Capital Management. Greg and his hard working and knowledgeable team of financial advisors have a proprietary system that has successfully supported my account over the years and continues to do so despite the turbulent times we continue to face. I only have good things to report here and highly recommend this Financial Advisory group.

Jeffrey As a first-time business owner, Capital One in Riverhead was extremely helpful in walking me through the process. I’m glad I set an appointment here as the employee named Gabby that helped me was both courteous and thorough. The same goes for another colleague of hers named Chris that helped us through the process. It was a simple appointment for creating a small-business account that I was delighted to open here.

Melissa Miller I was pleasantly surprised by my visit to the Monticello SSA. I came in without an appointment, registered, completed my paperwork and met with a representative in 15 minutes. Although every pen had been stolen from the lobby and booths, the security guard was nice and lent me one. The clerk was very friendly, efficient and clear about next steps. In comparison with many other government offices, I think they did a great job. Kudos!

Dave Tedesco Scott is so responsive to our needs.

Wanda Miller Best bank around.

Holly Howell My family and I have been working with Eric Garsin for well over 20 years. We love him! My parents had gone through several financial firms before finding Eric years ago, and they immediately saw the difference and called me right away. So I signed up too. He and Sara have been such a huge help with all of my finances, especially when I lost my parents and really needed guidance. I cant say enough about their level of personal commitment and professionalism. I feel so fortunate to be with them!

Rebekah Williams Best bank around, my parents always had their accounts with them all their lives