Northwestern Mutual - Poughkeepsie (NY)

susanne cianfoni Mike is wonderful!

Josh I met Danny many years ago, helped me out of a tough situation and set me on the right path. His guidance and advice has been invaluable ever since recommend working with him in anyway possible!

Estelle McCumber Nice to do business with

Andrew Thomas My business hit a wall during the pandemic but thankfully I reached out to the Hindsight Financials team and now my business is on the right track. They really took good care of my business and even my personal situation.”

Erika Imranyi We just closed on a new house and used Ulster for the mortgage. We were so happy with our experience. Our mortgage specialist Kyle Buckley was knowledgeable, patient, and attentive. He even took calls after hours and went above and beyond when we ran into an eleventh-hour complication that nearly delayed our closing. The bank is so professional and made the process simple with a great online portal. I would highly recommend Ulster for your mortgage needs and ask for Kyle!

Saddiq Johnson Very Fast Very Good Communications. Love Them

Daniel Byrne I met Luis Neely over 5 years ago after being laid off from a job I worked at for 23 years. He helped my wife & I with roll-overs, sound investment selections & making solid choices. He has been helpful with our childrens student loans, as well as credit card management. Now that retirement is near, these choices are proving to be well thought out. Luis has been professional and responsible. He always returns phone calls and is looking out for our best interest. Thank you all at Myles Wealth Management.