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

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

Chuck Rasch Excellent service and very friendly employees. Great bank for start up accounts for kids!

Ryan Wright This is where I bank. Super fast, twenty-five dollar minimum to keep account, offer secured credit cards for those trying to establish credit. Also the ladies that work here are always super friendly and knowlegable about any questions you may have. I feel this is one of the best credit unions around, and are great if you like to avoid all the hidden scams of big banks taking your money.

Joanne Bivona Wonderful experience. Robert and Bob are excellent at their jobs!

Damon Trifeletti I’ve been a client of Lou for over 30 years, and in that time, he’s become much more than just my personal accountant—he’s been a trusted guide through every financial chapter of my life. Lou has helped me navigate everything from personal taxes to business filings and even provided valuable insight and direction on financial investments. His integrity, professionalism, and deep knowledge of the ever-changing tax and financial landscape are second to none. He’s always responsive, thorough, and genuinely cares about his clients’ success. Over the years, I’ve recommended Lou to countless friends, family members, and colleagues, and every single one of them has had the same experience—top-tier service and total satisfaction. If you’re looking for someone dependable, smart, and experienced who treats your finances like his own, Lou is the accountant you want in your corner. Simply the best.