NBT Bank - Schoharie (NY)

Jamie F Knowledgeable, accessible, and always willing to help. Aside from when I wasnt available, they are always available to meet with me and talk with me about investment changes I should consider.

Holly Howell My family and I have been working with Eric Garsin for well over 20 years. We love him! My parents had gone through several financial firms before finding Eric years ago, and they immediately saw the difference and called me right away. So I signed up too. He and Sara have been such a huge help with all of my finances, especially when I lost my parents and really needed guidance. I cant say enough about their level of personal commitment and professionalism. I feel so fortunate to be with them!

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Leila Bokhari Great customer service and amazing staff. They answered all my questions and recommended the best product suitable for my needs and saved money on both my home and auto insurance. Highly recommended.

Richard Dryden This friendly staff helped me prepare my taxes for the first time I filed on my own. They are thorough and very knowledgeable of the nuances of tax prep. I recommend.

Daniele Llamera After today, I fell in love with this place. The employees here are very heartwarming.

Mercedes Henry Such a friendly, welcoming environment. They’re big on educating you on money, business, and even mentals Looking forward to doing business with them soon