Timothy Guinn - Financial Advisor, Ameriprise Financial Services, LLC - Norwich (NY)

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

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.

Marco Greico Ivy Financial Group is truly one of the best in the business. Michael puts his clients first always. He treats his clients with the utmost respect and is very approachable. His strong ability to communicate and high level of professionalism make him easy to trust and puts you at ease. Highly recommend!

Zone Management : )