William L Currie - Morgan Stanley - Ithaca (NY)

gerald pietricola Christine in loans was fantastic and always professional. It’s nice to see people who enjoy there Jobs go out of there way to make the situation work for the customer.

Gary Burchik One of the things my wife and I are grateful for this holiday season is having met with Laura for the first time back in 2018. Over the years she has helped us get our financial lives in order. Each time we meet we cover new topics and opportunities to tweak our investments and guide us toward a comfortable retirement. She understands our risk tolerance and has our portfolio well balanced. Laura also has valuable connections to help with other aspects of our lives such as preparing a will, and health care proxies. We highly recommend her!

Holly Howell My family and I have been working with Eric Garsin for well over 20 years. We love him! My parents had gone through several financial firms before finding Eric years ago, and they immediately saw the difference and called me right away. So I signed up too. He and Sara have been such a huge help with all of my finances, especially when I lost my parents and really needed guidance. I cant say enough about their level of personal commitment and professionalism. I feel so fortunate to be with them!

Jeff W Seamless. Easy. Great interest rate and Todd M. was available to help through the whole process during a very busy time in real estate. Thanks!!

Mary R If you like doing business with a bank that is antiquated this is your place. If you try to make a payment before its due to avoid a late fee their system is antiquated and youre supposed to know to call them and go through all of their prompts instead of trying to pay it online which it should be able to take a payment but of course they have it set up so that you end up paying a fee and pay late because their system doesnt process it on time. Convenient to them to not have an adequate payment system that can take your payment when its made so then they get to charge you another fee. Absolutely disgusting

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.