We are not wealthy people. We saved. We enlisted with Sheppard Mosher when we both left Xerox in…read more2007 with modest 401(k) savings. It is now 2019. As we visit our grandchildren outside Rochester every year we also have a sit down chat with our friends at Sheppard Mosher for a snapshot of our position. In what I would describe as impressive results this tight knit group of professionals has managed to protect our capital while we maintain our home in SC and roam the country in new RV's visiting our family and friends. We couldn't be more enthusiastic in recommending this firm for managing treasured assets which we have done with several of our now retiring friends. In a field of semi-competent financial firms large and small we were fortunate to have been guided by unseen hands to this group.

5 Stars for Byron for straightening out the mess. 0 stars for the idiots on the other end the 800#…read more on the back of my debit card.

This bank is the best combination of a local bank with great service and friendly staff, and a…read morelarge national bank. The staff is friendly and overwhelmingly customer service oriented. Over the past 10 years they have consistently provided support to my family - and been very easy to do business with. I would recommend them highly.

We worked with Taylor Presley to buy our first home in 2020, and again to sell and buy in 2025…read more She deeply understands the strategy of the current market, which helped us get multiple offers and ultimately an amazing sale price for our home. In the buying process, she is patient, honest, responsive, and always acted in our best interest. It can be a defeating process to buy in a sellers market, but she was very motivating and helped us feel like we always had a plan and were on the right track. Ultimately she helped us score what we hope is our forever home!

I am so thankful that we have been able to work with Alex Cope! She took us on as we were first…read moretime home buyers in 2015 and found us a gem and scored us an amazing deal, and now in 2024 she was amazing with helping us sell our house so we could move on to our next home chapter! Buying and selling a house is a very emotional experience, but she was there every step to make sure we were taken care of and making the right decisions! I can't recommend her enough!!

This has to be the slowest bank I have ever seen in my life. I show up to do a transaction in the…read moreDrive-Thru and I get told you're going to have to wait we're in the middle of an audit and we have people that were serving inside I have literally been sitting in the Drive-Thru for over 30 minutes now. It is not my problem that they have an audit going on and they need to alternate between people in line and people in the Drive-Thru.

If I could leave 0 stars, I would. My question is why would any bank teller not confirm with their…read morecustomers what account they would like their debit card linked to before going ahead and linking it to whatever account they want? Here's the back story... My mother and I are both customers of Five Star Bank, with separate checking accounts. I will also add that my mother is a power of attorney on my account as I am in the service. About a month ago, my mother had to order a new debit card, which she did through the Canandaigua branch. About 3 days ago, I noticed that my mother's purchases were coming out of my checking account, amounting to almost or slightly over $2000. I spoke with 2 branch managers, one from Geneseo and the other from Canandaigua. Both of which told me that since she spent the money, she is responsible for paying you back. I informed both of them that they are the ones who linked the wrong card to the wrong account. So where does their fault lie? I was basically told that they weren't going to do anything about it and that all they can give me is an apology. Moral of the story... if anyone is looking to put money in a bank, do NOT go to Five Star, since their service isn't even worthy of one star.

Ms. Kim ......(property owner) in response to your bs response. Stick it where the sun doesn't…read moreshine. You want to make me happy. Lower my rent and put in a real dog park, get rid of Laurie and Alex and then let's renegotiated. You were not allowed to raise rent during the pandemic, and you know it. But you did anyways. Because you knew no one had any place to go. Don't try to make it like you're all prim and proper because you're not and neither is your property.

They will Increase the already inflated rent 10% per year. They were including cable in the rent…read morebut now that is not included. They claim "amenities" but there is just a playground. Very frustrating to move into this place just to have to move out in 2 years because you can't afford it anymore. Several of my friends moved out for the same reason. We are all professionals who make decent salaries. Oh, and they have you buy the storm door for $300 and then you can't remove it or get any credit for it. Come on Morgan. You can do better than that. NOT RECOMMEND.

They are hired in August 2020 but they did not complete the survey until November. They missed…read moreplaced the work order and then did nothing to correct the delay.

Due to a property line dispute, I had requested a fresh survey of a residence I have owned for…read morenearly fifty years. Freeland and Parrinello accepted the job of FRESHLY SURVEYING the property, but arrived without notice so that we could reaffirm the job order. Consequently, they only searched for and found the existing survey pins that I had already known, including one that was under dispute. The one under dispute had been placed by my neighbor without calibrated measurement, just by eyesight. Dave Parrinello told her her eyesight must be pretty good since she was 'perfect' in her placement. Who needs a survey team if all you need is to eyeball property lines? I asked for an explanation and was told to wait for the map they would provide. I did. It undermined the accuracy of their survey in my mind, and by no means answered the original question for the project, nor enacted the type of fresh survey that I had ordered. So, I wrote a three page letter telling why I had questions and provided an extra one hundred dollars as a gratuity in advance, in order to get the desired understanding of how their work could be accurate when six prior surveys showed different results. They cashed the gratuity but did not provide any answers or understanding as to why their work is deficient in accord to the job request. I am further behind than before they were engaged, insulted in the process and left with a substantial hole in my wallet. I suspect this outfit could do good work if they wanted to do so, but if you want results and understanding when dealing with them, firstly get everything up front in writing and do not pay them until you have satisfaction. I wish I had not been fooled by false hope and assurances. I miss the $550 for only finding existing and questionable survey pins placed by my neighbor, but even more miss the chance to have resolved the problem originally intended.