Russell Bancroft - Morgan Stanley - Elmira (NY)

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.

Robin Collins Simply the best!

Robert Everyone there helped me so much when I opened my acct. there. Thank you all...., Robert

Yetunde I recently closed on a HELOC and I must say the experience was seamless thanks to the assistance of the branch manager, Ellen Brooks. Ellen is truly amazing! From her expertise, kind personality, and attentiveness, I knew I was in good hands. You can tell she is genuinely passionate about her work and providing exceptional customer service. I had a lot of questions during the process and Ellen put me at ease by answering every single one and making sure I truly understood the response. This branch is very welcoming and the team is just as amazing.

Drayon Johnson Ive worked with John for years. He always takes good care of me. Id recommend him to anyone looking for help with financial management.