Retirement Planning Group, LLC - Malta (NY)

Hallie Licciardo Have spent three days dealing with this bank. Was applying for a car loan, they said they needed additional paperwork and I told them I would have the paperwork today. Instead they ran the loan and said they weren’t waiting for proof of income. Ran my credit 3 times just to deny the loan without any proper information because they couldn’t wait an hour.

Js modern bushcraft And survival They always make my taxes simple and easy. And the employees are very personable.

Bonnie Lant I had a great, no stress and very pleasant experience! It has been great to help my grandson to get his first truck! Because of people like you I was able to make Keith very happy!

Jan Saffire Ive been with this Bank for well over a year now and will never leave. All of their officers and people are very helpful and pleasant to deal with. Great experience and help. Jan

Nicholas Romo Michael Britt had always taken care of me since I started with M & T back in 2017. He is an asset to the bank and I am thankful for his dedication.

Sara Pines Matt is wonderful to work with. He is patient, respectful, attentive, and kind. Easy to reach and responsive t my many questions. I am old and cant keep up with the research needed to manage my 60 year old portfolio. Matt has helped sell what was no longer profitable, especially foreign stock. He has me develop a portfolio appropriate for my age and financial needs. I feel more calm financially since he i doing the work I can no longer do.

Kelli James Delise was absolutely amazing! She made the entire life insurance process so smooth and stress-free. She took the time to explain everything in a way that was easy to understand, and made sure I was fully set up with the right coverage. Her professionalism, patience, and knowledge really stood out. I highly recommend working with Delise!

Tom Herendeen Very friendly staff, they make an effort to get to know all their customers by name