Spencers Retirement - Goshen (NY)

N Today This location is permanently closed. And the syracuse location is going out of their way to make contacting someone and getting information as difficult as possible, more then likely, they are just trying to do the absolute minimum to get their funding.

Max Bobrov The folks at Vespoke are great to work with. Theyve done a great job helping me manage all aspects of my finances. The advisors are always friendly and willing to go the extra mile to address any questions or concerns I may have.

Alicia Saunders Anand Financial delivers the best service in Queens. His staff is professional, fast and efficient. Covid guidelines are strictly followed and the girl in front is on top of it ! She will tell you like it is, as she should. (We are still in a pandemic and tax season is in full effect, so cool ya self.) Anand is a pleasant man and is extremely knowledgeable. Even though I had some screw ups on my taxes from payroll, Anand made me feel very comfortable by explaining and breaking down the issues. See you again in 2022 !

Jill DeMatteo Purchased a used beautiful JD 320 riding mower! Started with a phone call to Clifton Park. Paul was very helpful steered me in the right direction. Call up to Malone NY branch where I worked w/Chet in sales. Long story short, he had it sent (no charge) to their MountainView branch in Plattsburgh where I picked it up after a thorough lesson from general manager Tom who was very patient. This is different from any riding mower Ive owned and Ive had three in 40 years. Chet is even sending me a manual! Got a parts discount on a seat cover and some oil courtesy of military discount which I greatly appreciated. Excellent all-around teamwork and service. I hope to have this for many years but when its time for another one Im going right back to these guys. Well done. Thank you.

Sonny Howland Most of the ladies are very welcoming and polite! MOST!

Suzanne Burnett Close on a loan today. Extremely grateful to Lori T at the Canastota NY Community Bank. Although she was clearly super busy she had unwavering patience and I felt like her only client. Took all of my calls immediately answered all my questions and was just all around wonderful to deal with. This is why I try to bank local.

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.