Penny Financial Planning LLC - Brooklyn (NY)

Steve Roshia Many years ago when I was looking to buy my first house, community bank was willing to work with me when no other banks would. I was young, I had ok Financials and pretty good credit but not the best. They treated me with respect and were very transparent. We were able to make a plan with the money I had, and I got the house. I still live in that house, and I wont soon forget how gracious community bank was throughout the buying process.

matthew french Professional

Robin Peters I’ve been with TCTFCU for about 24 years now and love the close family atmosphere there. I always feel like a member of the family there. Also the friendliness and professionalism of the staff can’t be beat. I know everyone in Clifton Park by name and they all know me by name. Whenever I call them, the person answering the phone is always so helpful. The services they provide more than meet my needs. Wouldn’t go anywhere else.

Elizabeth Mondrick I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or direction. I cannot recommend Strategic highly enough…these people really care.

Amanda Malley Best Google search I have ever found! Jim and his team did an exceptional job with helping me after my mom passed away with all of financial records made things very easy and a smooth transition. Everyone in the office is very helpful and very trustworthy if you have a question or concern they are very willing to help solve your problem in an instant. I highly recommend to stop by their office or give them a call you wont be disappointed