Morgan Stanley Financial Advisors - Potsdam (NY)

R POLEON Working with Tim Giunta is like hanging out with a friend or a family member. Knowing that he has my best interest at heart is comforting. When it comes to finance, it can be overwhelming. Having Tom as a financial advisor that wears many hats is my one stop financial shopping service. Love the experience and look forward to the ongoing success. Thanks Tom at Cove Financial!

Kristina L I recently contacted RJ Caruso for some work I needed done. I sent a request through their website and was contacted back promptly. I was connected with Trisha who was incredibly knowledgeable and helpful. She was able to complete the work I needed done within a day and walked me through the process step-by-step. When I went to the office to sign paperwork the receptionist was just as helpful and kind. I will be using this company in the future and would highly recommend them. Thank you RJ Caruso & Trisha!

Ron Vargo Friendly and knowledgeable staff. Do a great job managing client finances for long and short term goals. Awesome team!

Paula Alberti Daniel at the Catskill NY location is great to deal with and helps me through filing two businesses and our personal taxes with ease.

Renee Anderson Wonderful staff, very helpful.

Brian Becker Reliable, trustworthy and fantastic guidance is my experience with Harbortown Financial Group!

Wayne Kalb Special thanks to Pam for her help taking care of my daughter and her account. She was awesome!

Kristen Smith Had nbt bank senice I was 6 years old my mom made a kids account for me so when I turn 18 it would help me with collage funds. So when I was 18 made new account as an grown up started having a Debt card and using it. it save my life because my cash keeps being stoleing so everything on card around. I carry that card in my hand 24/7. Also love nbt online banking helps me to know how much I can spend tell u how munch in your card. Only problem people like to hack my account. But I guess it happens to everyone not sure what to do about it. Also Like how bank texts and call To tell me if there there a hacker trying to use my card. Staff is friendly. The staff there takes time to help u out.

Richard Smith I had a few issues with my home and auto company. Stephanie was there and corrected the problems and continue to do so. She has been great. Great agency. So glad we have such a dedicated source for our insurance needs locally