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“I’ve known Alex for a long time now, and he’s amazing to work with. He’s been managing my retirement fund for a good while now, and I couldn’t be more confident that my money is in good hands. He’s honest, down to earth and always makes sure I understand what’s going on with my investments. Wherever he goes, I go. That’s how much I trust him.”
“I am a new partner of PPC (ISV) and love what they have to offer. Their whole team responds super fast and very knowledgeable of credit card processing industry. Their revenue share is generous and everyone at their company is super kind and wiling to help!”
“Kevin, Dan, and Andy are absolute best at their jobs!! They recommend investments to my best interests. I feel listened to and understood completely. I’ve been with them for 18 years. Haven’t regretted anything!”
“Extremely professional, always accessible for any need or question. Stays on top of trends, etc and communicates concisely and regularly. Fantastic place to have your money grow!”
“I have had mortgages and now a Home Equity Line of Credit with Tompkins/Bank of Castile for decades--with various levels of experience, ranging from satisfied to very disappointed. However, after moving to Monroe County, I now do my banking with the Pittsford Branch. I couldn't feel more fortunate! The tellers are consistently welcoming, knowledgeable, professional and helpful. Lisa, the manager, has demonstrated on multiple occasions that this branch has my best interests at heart.
In these challenging times, it is comforting to know that my finances are in excellent, caring hands.”
“I have been Schwab’s customer for over 30 years. Schwab customer service is the best. It deserves 100 stars! Today I have an issue regarding my checking account, the online manager R.J. is patient, sympathetic, kind and very helpful. With her help, my family and I can continue our road trips without worrying about the issue. Thank you, Schwab. Extra: the customer service line is 24/7. Very convenient.”
Financial Advising
Financial Advising
Financial Advising
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Financial Advising
Financial Advising
Financial Advising
Financial Advising
“My wife and I have a Louis as a financial advisor for 3 years now and we are thrilled with how much we like him as a communicator and an investor. He explains everything so well and is passionate about his line of work. Would recommend to anyone”