The Tremont-Surber Team - Watertown (NY)

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Windy Holmes They are so kind , environment is so pleasant. If there is issues they work with you to fix the problem. Wouldnt change banks community bank is number #1

Rebecca Halpin Great group, very helpful. Would highly recommend!

Tom Giunta Tim is a very smart and competant Investment Advisor who deeply cares about the people he serves. He has a passion for educating his clients to help them make the best financial decisions for their financial future. I highly recommend him for anyone who needs a financial needs analysis of their finances for proper planning and positioning of their goals and objectives.

Uber God Scott Miller a great man he provided with true clarity what a guy Highly recommended.

Douglas Hillman Great People, They really care about their clients