Quartz Partners Investment Management - Troy (NY)

John Thor Does anybody even work there no one answers the phones you get the one nice lady that is at the reception desk shes been there for years but when you try and talk to one of your caseworkers no one calls you back no matter how many times too small of a town too much elbow rubbing too much favoritism and just reading the other comments Im not alone Shannon Ward does not pick up the phone for anything got to love liberal New York

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Craig Schmidt I was very disappointed in this bank. Payed off loan. They were supposed to send payoff and lien release to state. State never got it. I had to jump through hopes to get title. Lousy service.

philip rivenburg Friendly people

Jordan Waldman Very professional and always available!