Ontario Shores Federal Credit Union - Lockport (NY)

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David

Jason Aurelio S.E.E.D is redefining the experience of working with an financial advisor. They are a tremendous team to do business with and I especially like the questions they asked me on how I define wealth.

Jayh Hickman I have been going to H&R Block for the past eleven years and I have always been happy with the people that help me. They always make sure that I got the most return.

William Toussaint The experience at Fidelity Investments was very professional and courteous. Alexandra was diligent, knowledgeable, patient, and thorough. She took time to explain the processes involved and was invested in the client. I highly recommend Fidelity Investments based on my interaction.

Alanny Brea Crystal was a very nice,polite and fast worker. She resolved my problem in a matter of minutes . The best worker there for sure, she makes ever visit more Pleasant