Watertown Wealth Management - Watertown (NY)

Jo DeMichiei Patrick Ousterout

Tom Schimmerling I began using Mr. Kelley and his wonderful staff when my long time CPA passed away unexpectedly. They do a terrific job. I highly recommend Creative Tax Planning.

ruth paschen close to my home can walk there and I know most of the employees. They are friendly.

Rebekah Williams Best bank around, my parents always had their accounts with them all their lives

Jason Aurelio S.E.E.D is redefining the experience of working with an financial advisor. They are a tremendous team to do business with and I especially like the questions they asked me on how I define wealth.

jasmine lugo Helen and her team with SCORE have been amazing mentors. They are very knowledgeable and helpful. They have really helped me to think critically to ensure I was fully equipped to launch my small business. I will forever be grateful for their support and time.

Sean Harris Local, friendly, straight to the point, knowledgeable and helpful. Everything I want in my bank. A bank that doesn’t want to get “too big for their britches” and cares about the customer. I’ve been very happy banking here for over 20 years.