Upstate Agency - Elizabethtown (NY)

Stanley Okaine My wife and I have been working with Alla over the last few years and she has been amazing. Alla is very knowledgeable, patient and explains things in a way that helps you make an informed decision. We are now more confident in our financial plans for the future.

Terrencio Elder What can I say, Mary Jo have been helpful for me through this process inregards of purchasing my home. She answered all my questions and concerns, what to expect when half to provide paperwork. It is was a little overwhelming because so much is required, but over-all her and her team delivered exceptionally. I would recommend Homestead to any 1st time or regularly home buyer. Great work.

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.

Daniel Ardizzone Absolutely worst bank in Oswego!!’ Definitely closing all my accounts there !!

Devin Miller Aaron met with me so I could discuss my annuity fund and answer questions about the market. He gave me real examples of investments as well as stayed on the phone with me as I called my union to find out more.

Shea Lynch I used their services when I was employed at an Albany based company. Initially I liked using their services and relied on their expertise. However after a couple no show meetings, being ghosted when I reached out to them to reschedule, I cannot recommend them as a professional service UPDATE: I updated this review to 4 stars after Jose reached out personally to apologize. While we are still not going to use their service, I do appreciate the commitment to better communication.