Northwestern Mutual Financial: Yelle Steve - Watertown (NY)

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David

Renee Barmada Matt at Edward Jones has been exceptional in managing our financial needs. He takes the time to listen, understand our goals, and offer personalized strategies that fit our situation. His knowledge and clear communication give us confidence in our financial future. What stands out is his dedication to keeping us informed and his proactive approach. Whether it’s retirement planning or investment advice, we feel secure knowing we’re in great hands. Highly recommend Matt for anyone seeking a reliable and thoughtful financial advisor.

Sylvia S Good Bank

Michael Santucci Ive known Art and worked with him for a few years now and I am very thankful I was introduced to him. He has been instrumental in helping me grow my business. Its clear he is very knowledgeable with managing/protecting money and is a true fiduciary, educates on different strategies and lets customers make an informed decision. Highly recommend .

Amber Donofrio I typically go to the Meadow Street branch and always have a positive experience there, but this location on the Commons is really convenient, especially since neither branch is open on Saturdays anymore so it can be harder to fit in a visit in-between work. The issue is that CFCUs "transformation center" is confusing. After a few years, I still dont know what the term "transformation center" even means. Its nice if you just need to use the atm, but its unclear what other services the branch offers or doesnt offer, as its set up more loosely than a typical bank location. Its also sometimes unclear who to speak to and there can be a line as theres only one teller. Im happy we have a location downtown, but wish it was a more traditional branch. I will say the 24-hr atm access is very convenient, though.

CJ Amateur financial company that doesn’t care to respond to their clients/customers.