Omni Financial Advisory Group - Poughkeepsie (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.

k hunn Ive had the pleasure of working with Terri Krueger for nearly a decade. Throughout our partnership, she has consistently proven to be incredibly trustworthy with handling finances, reliably available, and dedicated to staying updated on financial market trends and developments. She has a genuine concern for others and contributes to charitable causes. Because of her remarkable generosity and extensive knowledge she has received numerous awards and global recognition. I would recommend her business and give it the absolute highest rating.

Shea Lynch I used their services when I was employed at an Albany based company. Initially I liked using their services and relied on their expertise. However after a couple no show meetings, being ghosted when I reached out to them to reschedule, I cannot recommend them as a professional service UPDATE: I updated this review to 4 stars after Jose reached out personally to apologize. While we are still not going to use their service, I do appreciate the commitment to better communication.

Jen I have used Sid G Spear for many years, for all of my familys insurance needs. Through the years Carrie and Diana have provided us with exceptional service, from the occasional call to remind of an upcoming payment, to out of the blue calls to let me know there may be a cheaper policy or carrier available to us they always go above and beyond to ensure we have the coverage we need at the best price available. So grateful for all the extra care that they put into their jobs and the friendly service I receive with every interaction.