Trustco Bank - Troy (NY)

JAMES SHORT Very helpful and knowledgeable.

Roxanna Hamilton Tim does a fantastic job. He is thorough, details and always in touch. He is transparent about all fees and always available if you have questions. Also, seems to do pretty well for us.

Ruben Rangel Kyle is on point and very professional. I reached out and that was it!!! He handled it from there! Very blessed to have worked and continue to work with him. Ty

Jayson Pratts Walked into the beautiful office on Richmond ave. and was immediately greeted by the super friendly staff. In just moments sat down with Joseph, and had one of the best consulting experiences in my 25 years of filing taxes. Thanks!!! Update Third tax season with Financial Solution Group, and I am certain that I would not do taxes with anyone else. Thanks Joseph!!!

Fred Cazer It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

Gina Russo We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”