Wells Fargo Advisors - Johnson City (NY)

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.

Tracy Charleson North Country Savings Bank is just a great bank to work with. Employees are professional, courteous and it is still a great hometown bank.

Joshua Mechlowitz The teller was friendly.

A Romano Great company and wonderful customer service!!!!

Matthew Liddiard Very personable, listens to your plans and gives you good advice to reach your goals. Excited to plan for the future with JT.