Modern Wealth Management - Rochester - Rochester (NY)

Susan Fredrick In the 20 years I’ve been using the Norwich branch of SFCU I have never had an issue. The staff has always been knowledgable, friendly and helpful. Their Customer Service reps are great too, the on call agents have assisted me many times. I would recommend SFCU to anyone in need of banking services .

Becca Townsend My experience with Pratt Collard Buck has been nothing short of excellent. Colin Pratt is trustworthy, knowledgeable, and more than willing to both take the time communicating reasoning behind his investment plans as well as listen to and consider your feedback. I would highly recommend anyone who is looking for a financial advisor or professional guidance on their investments to schedule a phone call or meeting.

Elby West Ive been coming here for over 20 years, always professional,courteous and honest. Owner is just a gem of a guy they dont get much better,

Randy Emond Called them up had me in the office within two days and walked out with an amazing experience

Drayon Johnson Ive worked with John for years. He always takes good care of me. Id recommend him to anyone looking for help with financial management.

Marco Greico Ivy Financial Group is truly one of the best in the business. Michael puts his clients first always. He treats his clients with the utmost respect and is very approachable. His strong ability to communicate and high level of professionalism make him easy to trust and puts you at ease. Highly recommend!

Delia Rosa Very kind

Kerri Al, Larry , Donna and Renee are truly a Godsend. They have helped me, my family and friends for years.