Strategy One Wealth Management - Troy (NY)

Paul Steinberg This branch is GREAT! I had a complicated, cumbersome transaction to do, and everyone worked hard to get it done, and they were friendly and welcoming at the same time. In particular Rosa, the supervisor, and her team of Kate, Portia, and Jafet were really terrific. There was another staff person there, too, but unfortunately I dont remember his name, but he was also helpful. Im very glad I decided to do this transaction with Ulster Savings Bank in Kingston instead of at Chase or another huge bank. Thanks, everyone!

Lynn Richmond A diamond in the ruff. Many hidden business inside including a small Cafe, medical equipment supply, The night shift co, Mind Matters, and many more. Beautiful art work on the walls painted by local artists. Nice place to explore on a rainy day.

Ally Cummings Amazing! Tax season can be stressful and when you add multiple states and jobs to the year, that takes the stress to a new level. Skye Financial Services made filing my taxes easy, they explained everything to me when I had questions, and even a scheduled a second follow up so they could look through it all with a fine tooth comb to set me at ease. I would recommend them to anyone who needs help with their taxes and will definitely use them again when filing in 2023.

Carmen Ortiz Excellent customer service. I was served by Diana Torralba, who was absolutely kind, patient, and dedicated. Her personality made the process effortless. She is extremely knowledgeable about the businesss services. I would return a thousand times and ask to be served by her again.

Cassie Krug Depena Gabriel is an exceptional financial advisor with over 20 years of experience. Hes a trusted mentor and a true expert in helping clients prepare for and navigate retirement. His dedication to his clients is inspiring.