Sinclair & Associates: Asset Management Strategies - Lockport (NY)

Sam Waite Malik was quite helpful and everything went efficiently.

gerald pietricola Christine in loans was fantastic and always professional. It’s nice to see people who enjoy there Jobs go out of there way to make the situation work for the customer.

Xavier Ortiz Excellent service… friendliness… efficiency… very good staff…

Oswego Expeditions Pathfinder bank allowed Oswego Expeditions to get to the next level of development, for this, I am forever grateful!

Chuck Crisell Our congregation recently began holding hybrid meetings which required a much better internet service. We contracted with Delhi Tel. The sales person was very helpful and the technicians performing the install were on time, very efficient and professional. Every detail has been flawless with wonderful results.

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.