Meredith A Webber - Financial Advisor, Ameriprise Financial Services, LLC - Johnstown (NY)

Dave We started working with Bill and AIO several years ago because we wanted our investing to reflect our ESG values. Bill has been very helpful to us, and his guidance is greatly appreciated.

Kirk O. Warner Signature Banks name changed to Flagstar Bank NA and is umbrella under the NYCB Family of Banks. Legacy Signature Bank branches will keep the same Private Banking Model or Single Point of Contact. Customer experience here on the personal and commercial side is exceptional, and I highly recommend doing business here versus bigger named banks.

Doug Robertson Great local bank, many convenient locations

Lana Hower Very knowledgeable and friendly. Erik explains everything clearly. I really enjoy the personalized service. It’s good to talk to an actual person and the same person each time to get consistent and comprehensive service.

Ann DeBottis Dan always takes the time to know what your needs and goals are. Definitely would recommend.

Gary Goldstein Excellent customer service and information for financial planning!

Gary Langton Despite a rocky start with MHVFCU where my customer service experience was less than stellar, Theresa Higgins took charge of the customer service issue to go above and beyond to resolve my issue. She went out of her way to stay with me while I confirmed my problem was resolved and even later followed up with me by calling me to ensure I hadnt experienced any further issues. Theresa is a credit union superstar who I give an A++ for customer service in this impersonal world of AI bots and AI-driven automated customer service engines that are more frustrating than intelligent! Kudos to Theresa and MHVFCU for their commitment to customer service.