Mark W Stone - Private Wealth Advisor, Ameriprise Financial Services, LLC - Rochester (NY)

john schmitt When speaking with Lou or Oliver they are informative and friendly and really care about doing the best for me.

Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!

Nathaniel Todd When I have had questions or needed forms the village clerk has been helpful.

Tina Budwick Great Staff and easy to work with

Jean Pascucci Chris has been my financial advisor at Edward Jones for 20 years. I have never had a question that went unanswered or unexplained. He is knowledgeable, friendly and I wouldnt hesitate to recommend him to anyone. Ive had nothing but excellent service.