Port, Kashdin & McSherry Certified Public Accountants - Cortland (NY)

Will Kesecker I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!

Mo O Great place workers are friendly and helpful never had a problem and its also never very crowded very fast dont go anywhere else!

Cathy LaRocca Steven is an in person advisor proficient assessing ones financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.

Ivana Zapata Saul Custodio has made my father’s passing easier to cope with. As a family, we never believed we would be grieving my father, at such an early stage in life. But here we are, and we’re thankful for real-life angels, such as Saul. He has helped us tremendously in navigating the financial aftermath, of our father’s passing. He was actually the one who helped my father with his life insurance policy, 14 years ago and now us, with our own. He is not only very professional in what he does, but is also very humble and empathetic. Thank you Saul!

Lynn Mcdonough Professional Friendly and very knowledgeable Team members make for a stress free ongoing experience!

Jane Pozin Steven was great in helping us with our Auto and Home Insurance. He was very knowledgeable and understanding of our situation and found the best plan for our family. I highly recommend him for all your future auto and home insurance needs.