Russell & Russell - Binghamton (NY)

CJ Nellenback Chris Keegan is an excellent financial advisor who cares about his clients needs. I consider him a friend who cares about me and is always available when I need to contact him. Chris has provided me with a worry free retirement plan that i am so grateful for.

Mike UPDATE: My sincere apologies about the review below I wrote a month ago. It was not your bank that cashed the check, it was a Chase Bank that cashed the check on our NBT account. I will leave this posted for awhile and then rewrite it in the positive, my apologies again. You really need to train your tellers not to cash a $2400.00 check with no name/business on the check! And then want to charge $35.00 a month to do what you could not do in the first place, protect our account! Armatures?

Yaya Victoriana I am so thankful and happy for the wonderful service, Mrs Jenna casillo is the best business advisor there, she help me get everything in order and her attitude was professional and full of kindness.thank you ms. Jenna.

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.

Daniel Ramsey I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.