Waypoint Partners - Rome (NY)

Joanne Condren I’ve been with Eric for quite a while! He’s a great investment advisor! I would recommend him highly!

George Miller Very knowledgeable , cares about his clients and always a pleasure to talk to him...

Crys Good The lowville bank is the best one Ive ever dealt with and Ive been to many...

Anthony LoConte My wife and I have been working with Bill Matteson at Upstate Wealth Consulting for all of our insurance and retirement needs. It has been a pleasure working with him and his team. They are extremely professional, knowledgeable and very friendly. Anytime we need any information or need to talk they are always very helpful no mater how many times I call them. Thank you for everything.

Carl Koenig I have been working with Steve Locke for a number of years - he is very professional in all respects and is always there to answer any of my questions. Furthermore, my son uses Steve and he is equally as satisfied as I am. I would recommend Steve to anyone. The office staff is friendly and helpful - a pleasure to do business with the firm.

Denise Fowler Have been with Rienas & Brown for the past 6 years. They are resourceful and very attentive to all my financial needs. They have a great team, very knowledgeable. I completely trust them with all my financial needs. Rienas & Brown are just the Best!

Bethany Breitbeck Dee was wonderful to work with! She was attentive, pleasant and great with communication. She made our experience very smooth!

Erika Imranyi We just closed on a new house and used Ulster for the mortgage. We were so happy with our experience. Our mortgage specialist Kyle Buckley was knowledgeable, patient, and attentive. He even took calls after hours and went above and beyond when we ran into an eleventh-hour complication that nearly delayed our closing. The bank is so professional and made the process simple with a great online portal. I would highly recommend Ulster for your mortgage needs and ask for Kyle!