United Professional Advisors - Watertown (NY)

Karen Nopper Easy, educational meeting w/o any pressure or time restraints.

Wendy Dutcher Great program! CAP offers a lot of programs to help in the commimunity such as WIC, Mentor Program, Early Head Start and many more. Offices in Morrisville and Canastoa...also food pantry resource and help for families in crisis.

Serge Ive been a client for years, Allen and D have been extremely helpful and accommodating. Would definitely recommend if youre shopping around for a planner.

F.I.Esq. Very helpful staff! Michelle is excellent in responding to her client needs.

Jo Suss First bad experience I had. I Had stopped to get cash in two certain amounts. Wanted two separate amounts. Because, 1- I Had to pay a bill in a specific amount . The Teller in Guilderland wasnt very friendly. We had a miscommunication and he did apologize. Then there was a period of silence while I waited for my other withdrawal amount. He then said oh I didnt understand you. I finally completed the transaction. Was going to the back entrance looking for a rest room. He exclaimed you cant go out that way across the whole branch. Said I was looking for the restroom, and said there wasnt one for the public to use. I never have a problem going to other branches. They are especially courteous and very friendly service in Johnstown or Gloversville, NY. Still love this bank!

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.