Morgan Stanley Financial Advisors - Albany (NY)

Suzanne Burnett Close on a loan today. Extremely grateful to Lori T at the Canastota NY Community Bank. Although she was clearly super busy she had unwavering patience and I felt like her only client. Took all of my calls immediately answered all my questions and was just all around wonderful to deal with. This is why I try to bank local.

Grant Russell This team of pros really exceeded our expectations

Anthony Went to the courthouse, turned in a fix it ticket so I didn’t have to come in later. Judge then tries talking down to me like im a child. He dismissed the case but he has no people skills what’s so ever and comes off as “I’m better then you”

Edward Casazza I recently worked with Jheilyno Colon, a Mortgage Specialist from Farm Credit East and he was excellent. His knowledge around the products was strong and clearly explained the differences in various loan products.Given fairly complex circumstances, I appreciated anytime he wasnt 100% certain of an answer he communicated that and got an answer right back after he completed his due diligence. Ive often shopped for rates in the past but early on in this process I felt even if there was a slight difference in cost it was worth it to work with Jheilyno.

Todd Palmer Took the first time homebuyer class, Annette and her staff were extremely friendly and professional. For the class, she brought in 3 guest speakers to talk about specific areas of buying a home, such as a banker, realtor, and inspector. I would recommend this class for anyone who is looking to buy their first home and even those who havent purchased a home in numerous years as a refresher.

Jenna Goldstein I have taken out 3 personal loans with OneMain and every time have worked with Stephanie and Kristin. They both are amazing! They are always able to help me out. Get everything done quick and efficiently. They make things very easy on top of just being all around great people. Always happy to work with them and recommend.

UCIS Making the transition to Winthrop Partners was the best financial decision my family and I have made. Our advisor, Ryan, is absolutely wonderful and has our accounts growing monthly. Making our future financially secure was always the most important piece for us but the relationship we have developed is such an added bonus. Give them a chance, you won’t regret it!