TruNorthern Federal Credit Union - Malone (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.

madlyn Taylor Was interesting

Michael Biles People who work there were very nice. They took care of my problem in 5 minutes. I can only say thank you so much.

Dennis Hafer Patient and thorough

Johnny LaFaver Best rates around always friendly people and service definitely reccomend.

Cheryl Clarke Efficient and caring tax professional. Stays current with tax code. I’ve had Mr Duff as my tax professional for so many years I’ve lost count. I know it’s been more than 10 years. If you din’t know more than what I know about your business or your attitude is off base, I don’t stay. I’ve been very pleased with his advice, friendly intellectual conversation , professional knowledge about the tax laws and promptness.