Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners - Syracuse (NY)

Paul Adams Great service! Super friendly and helpful. Best rates in town!

Anne Warncke I cant tell you how many times that if I hadnt had Community Action around we would have went hungry theyve been wonderful they helped when we didnt have summer clothing that we needed they gave us a lot of food and a lot of bread and they were very kind and considerate they even help me pay my rent it was amazing what a Christmas that was it was just a wonderful Christmas present to me because I was all on my own thank you again Community Action you get five stars from me and Diane was there at the time and I want to say thank you Diane and her staff start helping me out so much God bless

Indy Jones Dave and The Insurance Place Agency team provide customer service that is second to none! We have auto, home, and business insurance through them and are extremely happy. We would highly recommend them to anyone looking for insurance.

Amber Donofrio I typically go to the Meadow Street branch and always have a positive experience there, but this location on the Commons is really convenient, especially since neither branch is open on Saturdays anymore so it can be harder to fit in a visit in-between work. The issue is that CFCUs "transformation center" is confusing. After a few years, I still dont know what the term "transformation center" even means. Its nice if you just need to use the atm, but its unclear what other services the branch offers or doesnt offer, as its set up more loosely than a typical bank location. Its also sometimes unclear who to speak to and there can be a line as theres only one teller. Im happy we have a location downtown, but wish it was a more traditional branch. I will say the 24-hr atm access is very convenient, though.

Avona Whyte Mervyn Boone Jr was introduced to me by a friend 10 years ago. I am professional in my field, Teacher, with no financial education except the basic. I was able to build my financial house( getting out of debt, saving for retirement, college savings for my kids, Emergency savings and protect family with life insurance) for my family with the recommendation from Mervyn. He is a honest business man that put clients first interest first. I would definitely recommend doing business with him and his company.

Will Kesecker I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!