Modern Wealth Management - Rochester - Rochester (NY)

Michael Santucci Ive known Art and worked with him for a few years now and I am very thankful I was introduced to him. He has been instrumental in helping me grow my business. Its clear he is very knowledgeable with managing/protecting money and is a true fiduciary, educates on different strategies and lets customers make an informed decision. Highly recommend .

Thomas Wissman We visited SUNY Canton to get a look at their four year vet tech program. This is what my son wants to major in on his way to becoming a veterinarian. I liked the four year program with the option to do an additional year to get a vet management add on an get two degrees. However, we were not as impressed with the community, architecture of the school and the overall distance from home.

Becca Smith Greg is awesome to work with. He gets to know his customer and their financial needs. He is very helpful. When you have questions or need assistance, Greg is very responsive. If you are looking for a financial Advisor , I highly recommend Greg Boshart and team.

Patty Huss Good morning. Today july16 I visited my credit union in Goshen ny to review my accounts. As always,Karolina, the branch manager, helped weight my options. She is very professional and has an easy way about her. l walked out today very satisfied.

Pooniel Healy Jon and staff are always responsive, helpful and knowledgeable. We trusted them with my Moms investments and Ive been personally investing with them for about 8 years with no complaints. Their investing approach is by far THE most sensible and the returns have been amazing. Thanks all