Northern Wealth Management - Potsdam (NY)

Ivana Zapata Saul Custodio has made my father’s passing easier to cope with. As a family, we never believed we would be grieving my father, at such an early stage in life. But here we are, and we’re thankful for real-life angels, such as Saul. He has helped us tremendously in navigating the financial aftermath, of our father’s passing. He was actually the one who helped my father with his life insurance policy, 14 years ago and now us, with our own. He is not only very professional in what he does, but is also very humble and empathetic. Thank you Saul!

Todd Palmer Took the first time homebuyer class, Annette and her staff were extremely friendly and professional. For the class, she brought in 3 guest speakers to talk about specific areas of buying a home, such as a banker, realtor, and inspector. I would recommend this class for anyone who is looking to buy their first home and even those who havent purchased a home in numerous years as a refresher.

sandy tzul Responsible company and very friendly staff, especially Mr. Alan.

Jack L. Purchased currency for a trip. Very professional and helpful. Pretty standard Chase experience.

Eula English Miguel is knowledgeable and very good at breaking down information in a way that is understandable. I trust his financial expertise to work on my behalf. I recommend to any who is interested in finding a financial advisor who will take your needs into consideration.

Greg Lehn I had the pleasure of working with Dwayne Marcus when buying my first home. The entire process was really hassle free, which meant a lot considering the amount of nervousness that goes into a home purchase. He was prompt in all of his responses to my questions and comments. He was kind and personable. I would recommend him to anyone that would like to move forward with buying a home.