NBT Bank - Cortland (NY)

Elizabeth Mondrick I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or direction. I cannot recommend Strategic highly enough…these people really care.

Robert Lombardo Could not ask for more. The team at Ironpath Financial are awesome. They have performed better than I ever expected. Rick is my personal financial advisor. He knows exactly what I want and expect. I can call him at any time and he will answer or get back to me basically immediately. Giving anyone your life savings is a mindfuck. After many interviews with many advisers I felt Rick and his team were my best choice. That was the best financial decision of my life. Theyre not your typical plug and play type of finance company. He has set me up for life and I feel extremely confident that I will be able to achieve All of my wants and needs in retirement. Thank You Rick, Thank you Denise, Val and Faith, Bob Lombardo

Mary Uy Adam was super helpful to find a more suitable and economical policy. Documentation is a breeze and they hold your hand. Highly recommend

Holly Reilly We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.

Eric Boozer The ladies at One Main are always super friendly and make the process really easy. They go through everything and will answer any question you have. I also like that they call from time to time to see how my loan is doing and if I need anything. Excellent customer service!