Financial Advising in Ithaca, NY

5 locations found near Ithaca

“I have been a client of Anchor Capital Management for almost twenty years. I can’t say enough good things about Anne Chernish and her assistant Susan Simmons. I do not have a strong background in financial management and they have worked to make the journey smooth and successful. Anne works hard at managing my assets so that I have the steady and reliable income I have come to depend on. I especially appreciate her strong and friendly communication skills and availability to take calls, return messages and/or meet when there are decisions to be made or topics to discuss. Her regular letters always extend an invitation to meet and peruse an individual’s goals and how to sensibly attain them. I recommend Anchor Capital Management to anyone looking for a professional, capable and personable approach to financial management.”

5 Superb8 Reviews

“I have been a customer for many years, I have never had a problem. I mainly bank at the dryden branch where the staff is always friendly and eager to help with any problems..I would highly recommend this local bank which has been around my whole life.”

3.9 Good24 Reviews

“I have worked with them for years, and always receive wise advice for my present and future circumstances which change every year. I always leave my appointments feeling empowered and calm. They are friendly and professional. I cannot recommend them enough.”

5 Superb4 Reviews

“Had a very positive experience. The manager did everything she could to make it so the wait time was minimal and she was training someone at the sameTime. Thank you!”

4 Good8 Reviews

“We've been customers of Tompkins Trust since 1994. Consistently good service and nice to know our money is being used for the local community, rather than being a part of some larger national chain.”

3 Average16 Reviews