United Professional Advisors - Watertown (NY)

Gail Starkweather My husband and I have been with cobblestone country federal credit union over 27 years. We have my savings and checking. I also have a Christmas club. Car/truck loans, motorcycle loans, RV loans yep we’ve had a few. I love that they can preset my money transfers to my accounts and take care of my loan payments so I don’t have to. Everyone I have worked with at CCFCU is always kind , courteous and helpful. Even our college student is now banking with CCF CU and was able to buy her firsts car.

Roy Meadway As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.

Jeremiah Cisz Good people and good work!

Jessica I called the Chanler Agency for quotes on homeowners insurance and I spoke with Kim, she is fantastic! She was very thorough and gave me tons of information. She made the process so simple. I highly recommend this agency!

Tyler Kuznia Ive had the pleasure of getting to know Heather well on both a personal and professional level over the past several years. She is a wonderful person and everything you could want in a professional bookkeeper- hard working, client-centric, attentive to details, and so much more. I recommend Heathers services in full confidence and trust her unconditionally with the needs and goals of my own clients, too!

Jonah Minkoff-Zern We worked with Joe for a few years. While he was patient working through various issues with us, it felt that he didnt have time to help in the end. Last year he made a mistake filing our taxes - which is OK - mistakes happen - but instead of taking the time to fix it or look into it, he put it back on me to try to figure it out when I received the notification from the State. It took a lot of time and effort for me to figure out what had happened (as Im not an accountant) and when he finally took the time to look and realized that he had made a not insignificant mistake - a mistake that led to us planing financially for a return that was much higher than our actual return; he didnt offer an apology - let alone a discount off a rate that somehow had increased by 50% from the previous year without warning (I found out when I received an invoice). Im sure for other accounts he could do better - for people with more knowledge of the tax system, etc. as I do think he is knowledgeable. It definitely was not a good experience for us in the end.