RBC Wealth Management - Schenectady (NY)

Katherine Howard We are Dean Rothman fans! Over a number of years Dean has helped us to have a safe and secure retirement. He is patient, available, smart and friendly and we are glad we found him. Ralph and Katherine

Jody Benedict They were really helpful when I went in with a question.

Steve Roshia Many years ago when I was looking to buy my first house, community bank was willing to work with me when no other banks would. I was young, I had ok Financials and pretty good credit but not the best. They treated me with respect and were very transparent. We were able to make a plan with the money I had, and I got the house. I still live in that house, and I wont soon forget how gracious community bank was throughout the buying process.

Takoda Hager The best 2 years of my life! I attended JCC for a degree in Zoo Technology and it was definitely worth every penny! Wonderful faculty, small but beautiful campus, well kept dorms and great vibes. Only complaint is that dorms can be rowdy and noisy but overall very nice. Proud alumni, Class of 2019

Michael Meath We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments. We have relied on them for literally every major financial decision we have made in recent years... and the peace of mind they provide with down-to-earth, practical advice helps us feel confident in our situation. First-class group of people. Call them if you arent already a client!

Cindy Fata Steve Silber has been extremely helpful in getting my finances in order. Time and again, he has gone the extra mile to insure that everything is thorough and complete. He is prompt in responding to my questions and concerns, explaining with knowledge and patience. Last but certainly not least, I feel so comfortable discussing financial goals with Steve because he listens to and addresses my needs and goals.

Anita Jones Easy to Work With. Jason is low key, no pressure, just facts.

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris