MCH Financial Group LLC - Pomona (NY)

Gina Russo We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”

Maria G Triolo Jay and Casey Williamson are top notch and have taken care of our finances for over 30 years! In addition to their characters and trustworthiness, they are extremely knowledgeable and have the unique ability to take the very complex and explain things in simple and understandable terms.

C G Great guy! I definitely recommend his services. I s accidentally went to the wrong business and he was still able to help me out. Your help is appreciated.

Gregory Thornton I had Phil Provenzano help me several times with getting setup with a plan through N Y State of Health and he was very knowledgeable and helpful, trying to get help from NY State is frustrating and difficult but he made it easy and looked out for my best interest, I would recommend him to anyone, definitely the best place you could go for help, the best of the best !

Pamela Breyette I have been with this bank since 1987.I have never had a problem with them and they are always polite and very helpful when I need help.I really love banking here and appreciate them all.

Stephanie Langer Found Michael Rugers YouTube and blog post regarding inherited IRAs. He gave a more clear and understanding explanation of the 10-year Rule and Designated Eligible Beneficiaries. His posts are more current than any others I found. Michael also responded to my inquiry within 24 hours; which surprised me since I was expecting a later response since I sent my message so close to April 15, assuming he would be busy assisting his paying clients in preparation of tax day and with questions regarding the current bouncing of the stock markets.

Miss Hartley They do our taxes there, but we feel like family when we call or walk in for any reason. Carolyn the office manager knows us by voice and is always so sweet and welcoming. Mr. Cumberbatch is so patient and knowledgeable about anything accounting, investing and taxes. My whole family uses them and we would never go anywhere else. Truly a wall street service from a neighborhood firm!