Ulster Federal Credit Union - Kingston (NY)

Kimberly Latko Working with Nicholle Overkamp and her team at Wilcox Financial has truly been life-changing. They’ve helped me triple my net worth and given me so much confidence when it comes to both my personal finances and my business. What I love most is that they go beyond financial planning — always bringing fresh growth ideas, challenging me to think bigger, and supporting me every step of the way. Their genuine care for their clients shines through in everything they do, combining expertise with heart. I feel so lucky to have Nicholle and her incredible team in my corner and would recommend Wilcox Financial to anyone who wants trusted partners in building their future.

Apriel Crittendon Fast reliablevtax preparation . Quicl response with preparer. Heather had a wonderful attitude , and great personality and took good care of my returns.

svilen vasilev As someone who has dealt with many banks, this one is by far the best! The management and staff are incredibly accommodating. I not only feel welcome, I also trust that I will be taken seriously and treated with respect! Special thanks to Olivia and Carol!

Jordan Luke I love love love the cornerstone cfcu ..all of the staff is always so friendly and welcoming.. i never have had a bad experience in 30 yrs going here..yes my sweet Mom got me join right at 16 yrs old..they are generous helpful caring and I just had give a huge shout out and thank you!;

Doug Brock Excellent, knowledgeable, friendly.

Christopher Roberts Very good

Samantha Cross Does my taxes every year. Friendly staff and great service