Phoenix Tax - Monticello (NY)

Joan Pott Had a very smooth and painless transaction filing a fraud dispute for unauthorized charges made on my debit card, and then closing my checking account and opening a new one. Mark Hulbert was professional, calm, and reassuring!

Daryl Davis CCTC has been my bank since 1985, Ive always been greeted warmly by the staff. I have only had one issue in that entire time. I finance my cars though this bank and have great rates. Getting a personal loan with a low rate was very easy and very little time.( I think I was there for about an hour.) Left with the money in my account. For as long as I can remember the staff at CCTC has always been friendly and helpful. At this point I dont think I would go anywhere else.

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

Joseph Ranola From the first time I sat down with Jason from PureVest he was prompt, professional and made me feel fully comfortable with his recommendations and approach. I never felt pressured and he made sure I fully understood everything we spoke about. Fast forward until after he’s managed all my accounts for a while and I couldn’t be happier with PureVest as my choice. Highly recommend Jason and the team.

Jesse Kapito Jennifer is a truly wonderful person- looking out for the best interest of her clients. Highly recommended