OneMain Financial - Auburn (NY)

Jonah Lipsky Stephanie has been a wonderful financial advisor for me over the past 6+ years. Ever since I got a job where I was starting to earn some extra income, she has been my go-to person for figuring out how to work with my financial situation to grow my wealth for the future, and also how to think about money and wealth for my life right now. More than just a financial advisor, she has helped me to think about money and wealth in a holistic fashion, since it really is not just the money that matters, but your quality of life that matters most. As a hourly-fee-only advisor, she has zero incentive for you to park your money with her, since thats not her business model. She only accepts an hourly fee, as opposed to managing your assets, which means her advice is free from any possible outside pressure to encourage you to do this or that with your money. Ive learned a ton from her, and I cant recommend her highly enough.

Jake Biernacki The people at Fieldstone Wealth provide what I consider the best customer service I have ever experienced. I hold elite status amount Delta, United and Hilton and if I combined all three of their customer service offerings, they wouldn’t even come close to Fieldstone Wealth. Specifically, I need to dedicate this review to my advisor Holden Borrelli. Holden has gone above and beyond to support me in my financial goals and plans. He has even gone out of his way for me to assist in helping me resolve issues with 3rd parties. Holden and the outstanding group at Fieldstone Wealth have secured a client for life. I would recommend them to anyone.

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!

Mike UPDATE: My sincere apologies about the review below I wrote a month ago. It was not your bank that cashed the check, it was a Chase Bank that cashed the check on our NBT account. I will leave this posted for awhile and then rewrite it in the positive, my apologies again. You really need to train your tellers not to cash a $2400.00 check with no name/business on the check! And then want to charge $35.00 a month to do what you could not do in the first place, protect our account! Armatures?

Karen Atkins Very knowledgeable and helpful.

Chad Holmes Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for whats best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas. Thank you, Christopher!!!

Mo O Great place workers are friendly and helpful never had a problem and its also never very crowded very fast dont go anywhere else!