Quest Financial Services - Liverpool (NY)

Jeanne Pierre Hercules I have been a client of Hercules Financial Services Group for the past 13 years, and the experience has been incredible. They are not only highly effective in their services but also take the time to educate and guide you through any financial challenges you may encounter. I am extremely satisfied with the services my family have received. Hercules Financial Services is my go-to company—not just during tax season, but for all my financial needs.

Charles Brown New Covenant is a bank for the community. I opened my first account in 2015. They greet you with a smile and speak to you like a friend. I worked in the pantry to gain enough hours to become a member. Although, I’ve accumulated the hours and am now a member. I still work in the pantry to share food for the people in need. I love MY CREDIT UNION…

Paul Schroeder I dont know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.

Amy Walowsky We highly recommend Connell Financial Group.

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.