UBS Financial Services Inc. - Glens Falls (NY)

Adam Lipson Creative Financial Planning is a good alternative to using a high cost, large brokerage. They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities. They feel that their success is tied to the success of their clients.

erica minnoe Excellent customer service and always very accommodating, helpful and knowledgeable. Very professional and friendly atmosphere. Best interest rates! So satisfied will never leave as a customer to a different bank. My partner Jason Northrup has also been a memeber here at Auburn FCU for a decade plus and is a customer for life. Shout out to Michael Fronzek, commonly working at both the Auburn and weedsport branches. He had the upmost respect, professionalism and was extremely helpful and went above and beyond for us. Highly recommend, thank you Mike!

JAMES SHORT Very helpful and knowledgeable.

Frank Chris is an awesome guy, he listens, explains things carefully, and is on top of his game. My Investments are doing great with CPC , and your money is safe with him!

Jessica Hartshorn Frank’s office has done our taxes for years now and we are grateful. Both my husband and I are freelancers and our taxes can be confusing but they take it in stride and charge a fraction of what our former accountant was charging us.

Rhonda Kilmer Excellent customer service,very knowledgeable of knowing there job and how to point me in the right direction. There on line banking is helpful and friendly. I highly recommend them

Joan Pott Had a very smooth and painless transaction filing a fraud dispute for unauthorized charges made on my debit card, and then closing my checking account and opening a new one. Mark Hulbert was professional, calm, and reassuring!