Student Financial Services - Utica (NY)

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.

Amanda Pawlak Always professional, prompt, and accurate!

Roy Meadway As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.

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.

Gabrielle GottiKash Amazing service complete help with I didnt understand

Neasom Zucker Working with Ann Zeilengold and her assistant Michelle was an absolute pleasure from start to finish. Ann guided me through the mortgage process with clarity, patience, and professionalism. She was always available to answer my questions, explain the details, and make sure I felt confident every step of the way. Getting a mortgage can be stressful, but Ann made it smooth and manageable. Im incredibly grateful for her expertise and dedication. Highly recommend her to anyone looking for a reliable, knowledgeable mortgage broker!

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