Pinnacle Investments, LLC - Auburn - Auburn (NY)

Jenna Dorsey I give 5 Star Bank Credit. Someone online offered to donate money to AuburnRox through cash app. They were able to then use that to get into my bank account and attempt to take money from it. 5 Star recognized this to be odd and shut it down. I’m still a bit leery of banks now, but they are always pleasant. The workers in the Auburn 5 Star bank have been nothing short of helpful and patient.

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Airian Eastman Great and knowledgeable staff, very friendly, fight for disability rights in our community. They are community forward and supportive of all. Always looking to improve the lives of others.

Amanda Beasley I received a letter in the mail from them with my street address and a random city, state and zip code which I did not live in. Their letter claimed that I had a violation with the City of West Palm Beach on 9/24/21. I was never in West Palm Beach that day and I have proof. I called and spoke to numerous customer services representatives and provided them with the reference code listed on the letter, but they could not find the account in their system and asked me to call them back "in a week or so" when the glitch was out of their system. I called the City of West Palm Beach myself and they could not locate any citation under my name or on that specific date. They explained that this is not the first time they have heard of this happening. Do not send these people money!

Nick Huber We have financed several self storage projects with Jason Moore in the commercial banking department. It has been an amazing experience! They know the industry well and Jason is very professional. Quick responses, excellent communication and overall just great service. They close loans on scheduled timelines and you always know what to expect. I highly recommend them for commercial lending!

Magalie Saint Great company with caring and knowledgeable staf

Carl L Jan 3, 2025-everything I said on 9/5/2024-is still true today and many other visits. 9/5/2024-Consistently excellent customer service since 1983, under different bank owners. Recent special mentions for current Mgr Mary, Ast Kim, cashier Anneth and yesterdays cashier that I did not get her name yet. Each of the above is always professional, friendly helpful and does their job well. Anneth, who I usually deal with is ALWAYS PLEASANT, and EFFICIENT. 3/19/2025 This banks team is ALWAYS a pleasure to deal with. ----------- Every single visit ALWAYS deal with EXCELLENT PEOPLE WHO DO THEIR JOB WELL AND MAKE BANKING HERE A PLEASURE. Please never change A VERY WELL RUN BRANCH Carl 9/4/25-ATM cashier great; as usual (Sorry do not remember your name, but she knows mine & greets me) A great bank team and the reason I use NBT bank. Thank you for great service Carl L