Planned Results Inc. - Syracuse (NY)

Bamboo Cris has been doing our family’s business and individual taxes for years. Cris is awesome! She’s great at what she does. She has guided us in the right direction time and again with her extensive knowledge and has gotten us maximum returns. It’s a pleasure to know and work with her! I’d recommend Taxes R Us to anybody!

Wendy Roth I was going to Catholic Charities in Lockport on a regular basis and then all of a sudden all the counselors where leaving. Two weeks before my counselor left, she said she would talk to someone in the Albion office to she if I could transfer there. She called and the person never called her back and I called the person and it took two weeks for her to call me back. It the meantime I did get connected to another counselor but had to wait a month before I could see her. I was leary to get hooked up with Catholic Charities in Albion in case their office would close down too. I want you to know whatever is happening with funding that you put your clients at a high risk. I am going thru a crisis and I had to wait a month to see someone and then on top of that I will have to start all over again developing a new and trusting relationship with my counselor. Going thru this gives me high anxiety and I usually end up losing ground with the progress I have made. Needless to say, I will not recommend Catholic Charities to anyone I know. You just rip the carpet out from beneath us and think that some of your clients will not suffer. I just wonder what happened to all the other clients that were being seen in Lockport because there are not a lot of places to be seen in Niagara or Orleans country. I live in Medina so Lockport worked great for me. I hope this gives some of the higher ups at Catholic Charities something to think about when you make decisions that affect a lot of other peoples lives.

Outdoor Jay Thank You Jenna Y. I have never received such amazing service. She is knowledgeable and extremely passionate about helping. Thank you

Carmen Bonne-Annee This has been my bank since they opened in Lake Katrine in 2009. I have needed their services multiple times from making a simple deposit or withdrawal to getting information on CDs and other loans. I have never been disappointed with the branch. Their dedication and professionalism has been their standards. Thank you for coming to our community and changing how banking is done! :)

Gary Sam Ive had an excellent experience working with this firm for both tax preparation and financial planning. Theyre knowledgeable, responsive, and truly take the time to understand your personal and business goals. Their advice is clear, actionable, and always in my best interest. I feel confident knowing my finances are in good hands. Highly recommended!

Brandon Tin Rick is the one who you should find, if you are right now feeling of taking advantage by your current loan officer in lending process . If you do your home work which means necessary bank statements and another document, Rick will do your home closing in a week.what else more can you expect.

Gary Goldstein Excellent customer service and information for financial planning!