RFK Financial - Brooklyn (NY)

Frank Chris is an awesome guy, he listens, explains things carefully, and is on top of his game. My Investments are doing great with CPC , and your money is safe with him!

Ricardo Carde Todd was always available to answer questions and clear up any problems. Him and his team did very fine work and were able to help us move through the lending process as quickly as our situation necessitated. we cant begin to thank Homestead enough!

Cindy Poole Brent is the best. He has helped me meet my retirement goals, and my ROI always beats my spouse’s Vanguard! Very easy to work with and gets results!

Paul Rector Korina is awesome. She is prompt and very helpful. She is patient with me. As a business owner I am very busy and on the go, she finds time to work around my schedule. We meet monthly and go over my business finances it helps me to cut back on items that I dont need and make adjustments in other areas. She helped me when I was in a jamb. To me that says a lot. I highly recommend her to anyone who takes their finances seriously.. Great Job Korina!. Thank you

Carl L NBT OnLine is the best, easy to use web site of all bank & bank credit card banks that I have used. easy to log in, navigate & even easy to close. Thank you That combined with the Great staffs at the 2 Cooperstown locations make NBT MY BANK OF CHOICE PLEASE DONT get bought out or change your customer focussed service for any other reason. THANK YOU NBT TEAM! Carl L

Sheldon Soman They are a full service financial firm. They handle our taxes and investments. Larry even helped us complete our college financial aid forms, which saved us hours of work. I cannot recommended them highly enough.

Mary R If you like doing business with a bank that is antiquated this is your place. If you try to make a payment before its due to avoid a late fee their system is antiquated and youre supposed to know to call them and go through all of their prompts instead of trying to pay it online which it should be able to take a payment but of course they have it set up so that you end up paying a fee and pay late because their system doesnt process it on time. Convenient to them to not have an adequate payment system that can take your payment when its made so then they get to charge you another fee. Absolutely disgusting

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

Jack R Experience and friendly service