Research Financial Group - Rochester (NY)

Samuel Munier Im from out of state without an account and they were kind of enough to help me with some basic financial services. Cheers to this team!

Daniel Byrne I met Luis Neely over 5 years ago after being laid off from a job I worked at for 23 years. He helped my wife & I with roll-overs, sound investment selections & making solid choices. He has been helpful with our childrens student loans, as well as credit card management. Now that retirement is near, these choices are proving to be well thought out. Luis has been professional and responsible. He always returns phone calls and is looking out for our best interest. Thank you all at Myles Wealth Management.

Jacquelyn Mosher L.M.A.O. I was looking for an RV dump site and google sent me here!!! I just cant figure out how to hook up the hose!

Jennifer Cordick I have been with UFirst 10 years now, the staff is always polite to me and very understanding in most cases. Leah Dubrey in particular has always been amazing!! Thanks sooooo much for your help with my recent big transaction, nothing like a patient person like Leah to help you out!

Lenore Franzese Mark has handled my 403B for over 10 years and I am very happy with the results. Mark and Jen are both very knowledgeable and will give you the right guidance. I highly recommend them.