Norwich Wealth Management - Norwich (NY)

Mike Aguiar I opened an account with Trustco to handle international wire transfers. Berkley and MacKenzie have been exceptional in their friendly and professional services. Being always greeted by name is a bonus that is much appreciated.Catskill, NY branch.

Eleni Jousma Poor advice by bored corporate drones. Do not bother.

ELKING. I’ve been with him for years. He has consistently been amicable, reliable, knowledgeable, and professional!

portcitymachine Friendly, competent CSRs. Quick transactions and adequate parking. Never a problem that isnt handled quickly and cordially. Thank you.

Sara Pines Matt is wonderful to work with. He is patient, respectful, attentive, and kind. Easy to reach and responsive t my many questions. I am old and cant keep up with the research needed to manage my 60 year old portfolio. Matt has helped sell what was no longer profitable, especially foreign stock. He has me develop a portfolio appropriate for my age and financial needs. I feel more calm financially since he i doing the work I can no longer do.

David White My relationship with Thomkins Insurance started when I applied for a HELCO. During that process I spoke to an agent about my home owners policy but decided to stay with Security Mutual. This spring all my policies were up for renewal in June. My previous agent who had been with for years retired. I took that opportunity to look into upgrade my policies and saving Some money. That when I had a conversation with Lisa. She reviewed my policies and found a couple of issues that were costing me extra. I was able to get a refunded on the overcharged items. Lisa came back with premiums on my three policies that saved me some money. I was able to cancel my existing policies and get a full refund. The change over went smoothly and I’m very happy with the results. Thank you

Sam E Let’s start with, could not be happier doing business with Rob& Jenn at Turning Point. Since rolling over my 401K to Rob after losing my job , the returns have been just unbelievable. If you ever need any advice or guidance, they respond in such an unbelievable time frame. The online mobile app is very easy to use and you’re able to watch your money grow. What a great team to work with. My only regret is that I didn’t find them sooner -Sam