Northwestern Mutual - Oswego (NY)

Destinee Mercado Delia and Ms.Jannera are excellent bankers, very helpful, resourceful punctual, and very respectful I loved their services

Blueprint for Selling, James McEntire In my business dealings with Rob Just, I have found him trustworthy, caring, thoughtful, and an expert in handling finances.

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Heidi Marion Renee has provided services to our family for decades. She is the consummate professional. She is trustworthy, knowledgeable, highly-experienced and simply a wonderful person.

Traven Pelletier A wonderful team of professionals! We are so grateful for their expertise in managing our familys investments! Thank you Melissa & team!

Zone Management : )

Mary R If you like doing business with a bank that is antiquated this is your place. If you try to make a payment before its due to avoid a late fee their system is antiquated and youre supposed to know to call them and go through all of their prompts instead of trying to pay it online which it should be able to take a payment but of course they have it set up so that you end up paying a fee and pay late because their system doesnt process it on time. Convenient to them to not have an adequate payment system that can take your payment when its made so then they get to charge you another fee. Absolutely disgusting

joseph abinanti Awesome facility.

Cathy LaRocca Steven is an in person advisor proficient assessing ones financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.