Niles Wealth Management - Canton (NY)

Liz NY If you want to build your business if you want to protect your family this is the correct place to come. Just so the same way that others did. Just do it !!!!

Chris Pennings Nikki and her team are extremely knowledgeable in health care benefits. Nikki takes the time to educate and navigate the confusing world of healthcare. She has compassion and understands the importance to a family to choose the right plan.

Ari Rosner Best group in New York

Jeffrey As a first-time business owner, Capital One in Riverhead was extremely helpful in walking me through the process. I’m glad I set an appointment here as the employee named Gabby that helped me was both courteous and thorough. The same goes for another colleague of hers named Chris that helped us through the process. It was a simple appointment for creating a small-business account that I was delighted to open here.

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.

Matt M Very good and always there when you need them.....

Kerry Demarest Anytime I have a client (Im a bookkeeper) who wants to change banks but remain local, I recommend CFCU. This has been the case even before they hired Shine who handles business accounts. But its Shine who is so helpful, efficient, and knowledgeable that makes me appreciate this bank so much Im writing a review. Since I only work with small businesses, its a fairly old-school concept that I get a real, dedicated person to assist with my accounts. It used to be like that with all the banks here, but that kind of relationship with a bank has been disappearing for years. Thank you Shine for all your help with all my clients all the time! I appreciate CFCU, and especially you!