Matthew Fallon - Private Wealth Advisor, Ameriprise Financial Services, LLC - White Plains (NY)

Liam Mears I’ve had a great experience with this group - Kevin is a phenomenal wealth manager

Justin Glicksman Joel is an excellent agent. He got the exact coverage I needed with no hassle and saved me money! He offered me great advice and is super responsive. I absolutely recommend his services.

Klim Kavall Financial advice, retirement assistance, and other forms of wealth management all under one roof! Steve and Alex are awesome!

Renee Barmada Matt at Edward Jones has been exceptional in managing our financial needs. He takes the time to listen, understand our goals, and offer personalized strategies that fit our situation. His knowledge and clear communication give us confidence in our financial future. What stands out is his dedication to keeping us informed and his proactive approach. Whether it’s retirement planning or investment advice, we feel secure knowing we’re in great hands. Highly recommend Matt for anyone seeking a reliable and thoughtful financial advisor.

Dennis Saporito Carmen has been very helpful to me and my family going well beyond expectations. She is experienced and knowledgeable and does not mind helping as navigate the healthcare space.

Jordan Luke I love love love the cornerstone cfcu ..all of the staff is always so friendly and welcoming.. i never have had a bad experience in 30 yrs going here..yes my sweet Mom got me join right at 16 yrs old..they are generous helpful caring and I just had give a huge shout out and thank you!;

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