Shelter Rock Financial Group - Mineola (NY)

Glenn Sarsale Abel has been an exceptional financial advisor for our family. He helped us streamline our finances and set realistic, achievable goals that perfectly align with our long-term plans. From saving for our sons college education to ensuring we’re properly protected and planning for our retirement, Abel covered all aspects of our financial future. He takes the time to explain things clearly, offers personalized advice, and makes sure we feel confident in the decisions we’re making. We highly recommend Abel for anyone looking to secure their financial future!

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!

Todd Palmer Took the first time homebuyer class, Annette and her staff were extremely friendly and professional. For the class, she brought in 3 guest speakers to talk about specific areas of buying a home, such as a banker, realtor, and inspector. I would recommend this class for anyone who is looking to buy their first home and even those who havent purchased a home in numerous years as a refresher.

Maria G Triolo Jay and Casey Williamson are top notch and have taken care of our finances for over 30 years! In addition to their characters and trustworthiness, they are extremely knowledgeable and have the unique ability to take the very complex and explain things in simple and understandable terms.

Nessa Maries Cooking Show Excellent customer service!!! Very knowledgeable and cooperative with customers. Highly recommend. All the ladies are friendly and personable. So happy that I bank with them and you will be too!

Rob Carpenter One main came through for me when i was at a low point they worked with me through the entire length of the loan they were always so nice and didnt make you feel like you were a dead beat. While every company may not meet your needs they helped me and customer service has always been great and friendly. The nanuet branch all great people thank you!

DFNY51 Staff at the Monticello branch are great. Attentive to all customer needs. Jessica, Emalee, Simon are the best. Its a pleasure to deal with everyone.