Preston Schoenfeld - Morgan Stanley - Riverhead (NY)

Timothy Clark Awesome staff and always have the best service.

Vincent Raleigh I had a fantastic experience working with Jared. His expertise and personalized approach helped me navigate the complexities of investing. He was attentive, responsive, and ultimately guided me towards smart financial decisions. I highly recommend his services for anyone seeking knowledgeable and reliable investment advice!

C An overall professional and friendly experience. Mark and his staff are friendly and I was able to simply bring in my forms and sign a few papers during a single ~10 minute appointment. I received my return as a direct deposit and it came very quickly which was very convenient!

Laura DeBadts I have banked locally with this bank in our community for 24 years. I am sure the employees are the number one reason I am still banking there. I am a low manintenance person. I deposit and withdraw and take responsibility to my banking. I dont do a lot of digital commerce. Every time I have needed something they have done it with 5 star service. Jody and Megan are outstanding in leadership and we are lucky to have them at that level of consistency. The tellers learn who I am and know me and my needs.

Nicole Lewis-Elliott Very friendly staff and helpful also

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.

Cody O’Meara I opened an account here this week online. I had to go in to do a first time withdrawal as the debit card hasnt come in yet. I had the most nicest and professional bank teller. I normally dont ever go inside the banks, but this was a nice benefit at the Johnstown branch for needing to go in on this occurrence.

Kelli James Delise was absolutely amazing! She made the entire life insurance process so smooth and stress-free. She took the time to explain everything in a way that was easy to understand, and made sure I was fully set up with the right coverage. Her professionalism, patience, and knowledge really stood out. I highly recommend working with Delise!

Apriel Crittendon Fast reliablevtax preparation . Quicl response with preparer. Heather had a wonderful attitude , and great personality and took good care of my returns.