WealthOne Advisory - Albany (NY)

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.

Thomas Wissman We visited SUNY Canton to get a look at their four year vet tech program. This is what my son wants to major in on his way to becoming a veterinarian. I liked the four year program with the option to do an additional year to get a vet management add on an get two degrees. However, we were not as impressed with the community, architecture of the school and the overall distance from home.

Tammy Bowman Excellent accounting services. Beware of country living. Country living is separate from fce. Don’t bother with county living, it’s just a big run around, waste of time, no information or guidance from them. FCE has nice receptionists but if you want a loan be prepared to wait a long time. They’re all “on the phone “ and will “call you back “. I have yet to get a call back. Who do these people do business with? Like how do you become a customer of them???

Karl Heck I had an excellent experience with Veronica and her firm. I had an extremely high-conflict divorce, and likely wouldnt have gotten through it without their work. Veronica is an advocate that can remain objective and advise her client appropriately even when she knows it isnt what you want to hear. I ended the case in a better place, which is all I can ask for.

Diana Travis Been with them for years. Sean is the best

Fred Howard The absolute best financial move of my life ! Joe , I owe you buddy.

Nelson m Lopez Quinn I give a 5 to the person who puts up this bank. Its a shame its not permanent. They rotate it. He is the young Steve of Salvadoran origin. An employee. Efficient that attracts customers for its kindness and helpfulness

DFNY51 Staff at the Monticello branch are great. Attentive to all customer needs. Jessica, Emalee, Simon are the best. Its a pleasure to deal with everyone.