United Way of Sullivan County - Monticello (NY)

Robert Luskin Very knowledgeable about market concerns. With Tom you are not just a number , he consults you in what’s in your best interest. Friendly and courteous .

Ingrid Stipa This has been my bank for over twenty years. It is a pleasant building with a welcoming atmosphere. Whenever I had any problems with my accounts or ATM card, these were handled very efficiently and always with a smile.

Alex. G. This business is great. !! They have been running my business accounts for years. I highly recommend if you have a business and need some assistance with your account than I suggest you contact them.

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.