Keywords: Financial the berkshire bank ny

The Berkshire Bank - Goshen (NY)

Address: 🏡 2 S Church St, Goshen, NY 10924, USA
Website: https://www.berkbank.com
Phone : +1 (845) 294-6151
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJh3hRrhosw4kRpYXHiZK3Qyg
#New York

Pioneer - Troy Branch - Troy

Lisa Aiello Our company made the decision to switch out accounts over to Pioneer Bank after a virtually non existent relationship with our current bank. Christina has been such a pleasure to work with, and from the start, she has gone out of her way to provide us with amazing service. She has been invaluable with helping us navigate the SBA resources available during this crisis, and has worked hard to make sure our business has the resources that it needs. We couldnt be happier with Pioneer!
5 /5

DAgostino Group - Oneida

Samantha Cross Does my taxes every year. Friendly staff and great service
5 /5

Lesko Financial Services, Inc. - Vestal

jennifer wlostowski I recently had a consultation with RJ Barber and had a great experience. He and his team were very helpful and generous with their time. Their office is in a great location and the staff is very welcoming and helpful.
5 /5

Tompkins Financial Advisors - Ithaca

David White My relationship with Thomkins Insurance started when I applied for a HELCO. During that process I spoke to an agent about my home owners policy but decided to stay with Security Mutual. This spring all my policies were up for renewal in June. My previous agent who had been with for years retired. I took that opportunity to look into upgrade my policies and saving Some money. That when I had a conversation with Lisa. She reviewed my policies and found a couple of issues that were costing me extra. I was able to get a refunded on the overcharged items. Lisa came back with premiums on my three policies that saved me some money. I was able to cancel my existing policies and get a full refund. The change over went smoothly and I’m very happy with the results. Thank you
5 /5

S.E.E.D. Planning Group - Fee-only Financial Planning by Fiduciaries - Binghamton

Jason Aurelio S.E.E.D is redefining the experience of working with an financial advisor. They are a tremendous team to do business with and I especially like the questions they asked me on how I define wealth.
5 /5