RLP Financial Management - Schenectady (NY)

Alan DiTomasso Best place around for investments and great service..its number 1

Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.

Billy Altman Agent Miguel Castillo could not have been more helpful than he was recently when we needed help in regard to damage done to one of our cars by another driver who was at fault. He helped us navigate the steps involved, and answered all of our questions promptly and efficiently. He also assisted us with an unrelated billing issue and again was extremely courteous and efficient throughout the process.

Stephen Falk I have worked with the staff of Regent Financial Group for more than 20 years and mostly with Chris Opper. We have discussed all types of investments, annuities and insurance. Chris is a seasoned advisor with many years experience; he provides a long-term perspective which is so important when making financial decisions. His advise has been consistently excellent. Regent puts their clients first. We recently closed a long term annuity investment, which I obtained before working with Regent Financial. We moved the cash proceeds from an excellent mutual fund and into a near- identical mutual fund. Our timing was excellent. This was due to quick action and good fortune with the timing of the sale and purchase. I highly recommend Chris and his colleagues. You will be well taken care of. Stephen Falk, MD, FACS

Heidi Fox Always helpful everytime I have need to go to the bank.

Steve Bergstrom Very good experience,they were very helpful and explained everything

James Hausler Olivia was the best getting my business account opened. Very professional and great at her job. Keep up the amazing work!!