Valley Investment Planning - Red Hook (NY)

Moshe Roth Very good and friendly service and advice

Sean Flaherty I have an account with more than one local bank but when I needed a specific signature on a form they were by far the most helpful. Another national brand bank did nothing but waste my time. Not the best interest rates but worth it for the customer service.

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.

Mark Wuerschmidt Excellent as usual, recommend them as we have had great experience with them for many years.

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

danielle pendolf She was amazing! I highly recommend her to help with whatever financial help you need. She’s wonderful!

bridget cassidy I waited online at the drive thru for over ten minutes with a staff member looking at me while helping another in the next lane the person in front of me waited just two minutes and the person in the next lane waited just five minutes and left Seven minutes still waiting the lady (staff member) Gives me the one minute finger and walks away A total of twelve minutes with ringing the bell one more time with no actknowledgement I left waiting for a total 17 minutes at the window

Cristina Crawford The website says open 24 hours. But common sense tells you it is pertaining to the ATM. Never had an issue with this bank location.