RG Wealth Management Group - Riverhead (NY)

LaShonda McPherson I would like to think Joanna Sep for all of her help. She is always very friendly and knowledgeable. She helped me with opening up a checking account for my teenager today. After she got the information that she needed from me, she even called me back so I could do a DocuSign over the phone. This credit union is very Fortunate to have a representative with wonderful customer service. I appreciate you, Joanna…. Thank You

judy mack I visit this office every time to pay our water/sewer bill, and taxes. Everyone that works in this office has been very pleasant to me. Thank you, and keep up the good work.

Sam E Let’s start with, could not be happier doing business with Rob& Jenn at Turning Point. Since rolling over my 401K to Rob after losing my job , the returns have been just unbelievable. If you ever need any advice or guidance, they respond in such an unbelievable time frame. The online mobile app is very easy to use and you’re able to watch your money grow. What a great team to work with. My only regret is that I didn’t find them sooner -Sam

UCIS Making the transition to Winthrop Partners was the best financial decision my family and I have made. Our advisor, Ryan, is absolutely wonderful and has our accounts growing monthly. Making our future financially secure was always the most important piece for us but the relationship we have developed is such an added bonus. Give them a chance, you won’t regret it!