Ulster Savings Bank - Kingston (NY)

Frank Campagna Bad experience, glad I moved to a trusted fiduciary.

Andrea Kaplan I first met Nick 8 years ago while I was still in nursing school, and he’s been the most reliable and trustworthy guide for my finances ever since. Hes realistic, thorough, and present-based but future-oriented: helping me visualize action plans for my short-term, mid-term, and long-term goals—both personal and professional. He has helped me steadily grow my savings while planning for the future, even during stressful and uncertain times. Nick and his team bring deep expertise in new business/ tax strategies, investments, and retirement planning, yet always keep conversations positive, clear, and easy to understand. I really appreciate their quick response time and how they make sure I feel confident in my decisions.. I always leave our calls feeling motivated, as if I just went to a life coach. Whether you’re a parent, a small business owner, and/or just trying to capitalize, Nick is the trusted contact I would choose for financial planning.

Angelo Dattoma Justin was very professional, Thorough , and patient in listening to our concerns and needs about what we wanted out of our life insurance policy. He delivered on all our concerns and devised a perfect policy to meet our short term and long term needs He was a pleasure to work with, his compassion and knowledge of life Insurance put us at ease and made the entire process very enjoyable, knowledgeable and made us very confident and satisfied with the Policy we decided on. My wife and I would definitely recommend Justin to our friends and family and anyone who needs life insurance. He entered our home as an insurance agent and left our home as a Friend Great job Justin!!!!!!

Jacob Agostino Chris is the best Financial Advisor I have ever worked with. He sets time aside to work with you and explain all your options. He has helped me and my family with a number of investments and has always been professional and a pleasure to work with.

Emma Best They helped me get back into my account when it logged me out. A big thanks to them thank you!

Debra Heim This office is super helpful especially Lyndsay. She is super knowledgeable and has the biggest heart. This is such a great resource for the elderly.