Regent Financial Group Llc - Rochester (NY)

FELIX IAVARONE wow, this place greatly SHRUNK

Margaret Helmes I met with my financial advisor this past week at the bank .He was extremely helpful, knowledgeable, patient and very professional. I enjoy doing business with him. He is personal and takes time to answer all my questions. I trust him very much have done business with him for about six years.

k stran Worst bank ever. Do yourself a favor and choose literally any other bank. You go in, the customer service sucks. The hours for this place suck. On top of that, there have been way too many instances where we have absolutely 0 access to our bank accounts. No way to login online, call and they can’t give you any information, NOTHING. Currently unable to look at my account to see anything AGAIN. What kind of janky old system are you people using?? On top of their extremely silly rules they have, their dumb hours, no after hours help, not being able to have access to our account on 10+ occasions over the past couple of year (not at all Exaggerating). It’s quite laughable that you are able to build a brand new bank 5 miles from the one you already got but unable to upgrade to a system that actually works. As I said before, steer clear of this place. Not worth the hassle at all. Also gotta love all their generic responses to complaints in the past year but absolutely 0 effort made on fixing the same ongoing problem. Hope this place goes under and quickly

Danny Levine Best accounting firm I have ever used. Smart, attentive, creative and honest. Scott Gilder you Rock !

Lucasj1098 TheGamer We had a very great experience with Margaret. She was very courteous and polite and extremely knowledgeable about our taxes. Highly recommend seeing her in the Monticello Walmart location.

Jamie F Knowledgeable, accessible, and always willing to help. Aside from when I wasnt available, they are always available to meet with me and talk with me about investment changes I should consider.

K. C. There are case workers who always show they care and ones who care, but are overworked. One must remember these important workers deal with a lot of stress and I am sure that takes its toll. My pipes burst and I went through a whole tank of gas. I was really distraught and the Supervisor approved extra HEAP assistance. This year my heater is not working and Doug, the director of HEAP made sure it was serviced. He then directed me to a program that could help me with a thermostat. I cant imagine how stressful it is for these workers right now with the pandemic. As a disabled person, I am thankful for them.