Putnam County National Bank - Carmel Hamlet (NY)

Janelle Larsen Tax preparer was accurate. Leslie was nice, quick and thorough and explained me my tax situation each step of the way so I know what was happening and the reason behind it. She also gave great advice for next years taxes. I highly recommend Leslie for a tax preparer.

Chris Gindi I really like the owners. They treat my wife and I well and their recommend investments have always done well by me.

Karen Frye Jordan is the best. Very knowledgeable and definitely knows the Tax business for sure. Very satisfied clients.

Holdie Fleurilus Mrs Faith was very knowledgeable and very patient with me. She explained everything the way I should understood.

Andrea Kaplan I first met Nick 8 years ago while I was still in nursing school, and he’s been the most reliable and trustworthy guide for my finances ever since. Hes realistic, thorough, and present-based but future-oriented: helping me visualize action plans for my short-term, mid-term, and long-term goals—both personal and professional. He has helped me steadily grow my savings while planning for the future, even during stressful and uncertain times. Nick and his team bring deep expertise in new business/ tax strategies, investments, and retirement planning, yet always keep conversations positive, clear, and easy to understand. I really appreciate their quick response time and how they make sure I feel confident in my decisions.. I always leave our calls feeling motivated, as if I just went to a life coach. Whether you’re a parent, a small business owner, and/or just trying to capitalize, Nick is the trusted contact I would choose for financial planning.

jzosmooth25 Shipping and Receiving Entrance

Safraz Hussain Shahana provided outstanding customer service from the moment i stepped into the bank she greeted warmly and assisted me with my request immediately. She took the time to actively listened to all my questions and provided a clear solution to meet my needs. Thank you!