NBT Insurance Agency - Norwich (NY)

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Nathan Lamphere Ive had a couple auto loans from here. They beat the interest rates so they won! Ive also had some issues with my account "not their fault or mine" and they were very helpful straightening it out. As far as posts about lines. There are also Kiosks and Ive never had to wait an unreasonable amount of time.

Mark Girardi Started with them years ago. Tom Curran is the best. Has always giving the best advice . His team is top notch.give his firm a call wont be disappointed.