Matthew Sohns / Thomas Balch - Morgan Stanley - Utica (NY)

Philip Fardig I am very satisfied with the honest Integrity, Knowledge and Friendly Personality, easy to work and relate too, I am confident and at peace knowing my familys financial planning is completely covered for the next chapter in life.

Lisa Sigona Rebecca was extremely well-versed in the product and was able to explain everything to me. She also was able to help me with the payments and help me split them up to help me

Tom Schimmerling I began using Mr. Kelley and his wonderful staff when my long time CPA passed away unexpectedly. They do a terrific job. I highly recommend Creative Tax Planning.

Colville Outfitters There isnt a better bank in the WNY region that CCB. I am dealing with them on a loan and their people are second to none. If your looking for financing dont miss out on checking with this incredible group of individuals. They really care about the community and the people who live there. I went through many banks before finding CCB and I am so glad I was pushed into that direction by a friend. I never received this sort of attention from M&T bank who I have been banking with for 30 years. Do yourself a favor and check with this bank for all your lending needs.

Zaleena Ramdihal Excellent customer service. Thank you Mineola team for always going above and beyond for your clients. True definition of world class services.

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.