I was familiar with Fidelity Investments from my hometown of Boston and decided to use them for…read moreretirement savings. The representatives are very professional, friendly, and thorough, listening to the needs and goals of their clients, along with providing thorough service.

This Fidelity office was non-responsive. I received a sizable (by my standards) inheritance. A CPA…read morefriend highly recommended Fidelity and a few of their index funds as an investment portfolio. The nearest Fidelity office is in Rochester, NY, 1.5 hours from my home. I debated whether to fund the account in person, by phone and EFT or on line. I called three times to speak with a rep who was supposed to call me back but never did. Guess Fidelity does not want my money.

If I could give ten stars, I would. Ryan Tomko, Elizabeth Hutton, and everyone at Howe & Rusling…read morehave been exceptional. They provide a seamless, coordinated service across investments, planning, and accounting -- something I never experienced before. As a retired physician with a large portfolio, I spent years with a broker who pushed risky, high‑commission products. Howe & Rusling is the complete opposite. They are true fiduciaries, compensated only through assets under management, with no commissions lurking in the background. This is an honest, disciplined, client‑first organization. I wish I had started with them decades ago. The difference in my financial trajectory would have been enormous.

As a small business owner finishing my first year I worked with Alan Crouse for my taxes. Alan…read moreresponded in a prompt manner and provided excellent service and guidance at a very reasonable price. He also took the time to guide or explain anything I didn't not know. I would highly recommend McDonald Cointot Crouse LLP.

Margaret Torres from Rich Voci's office, was super helpful, flexible, and made it easy to work with…read morewhen changing my home/auto policy over to State Farm. They had great rates and the process was very simple to switch over. Thanks again Margaret!

Margaret was great at explaining and facilitating the transfer from my previous insurance. Great…read moresavings. Would refer others to her.

I've been with Lino Reale since 2008. Prior to that I'd been with several different insurance…read morecompanies (that were cold, distant and unfriendly). Lino's team is refreshingly different this team is energetic, friendly, family-like and extremely professional. They take the time to ask... how I am doing, they know my husband's name and some other family members. During these uncertain times it's important to remember the people or human side of business. I truly appreciate their effort to ask how I am doing and offer kinds words or encouragement when needed. Thank you Lino and team... keep up the AWESOME work! xoxox

Jeanne Kelly is fantastic--direct, professional, and friendly. She is a great credit to the Reale…read moreteam!

They do seem to do a lot for the Rochester community and have a noble mission - I think I was just…read moreunlucky and had a bad experience with them trying to execute that mission. I was working through applying for the First Time Homebuyers club. It's a tedious process that requires printing a ridiculous amount of paper. The person I was working with was uninspired and gave off the overall vibe that I was inconveniencing them by applying. There was an extreme lack of communication, and ultimately it was up to me to figure out that I was denied 2 months into the process. She never bothered to tell me I was denied. Once I questioned Neighborworks about it, they said I was over the income requirements; they showed me the final application, and the worker put down my wrong income info. I would love to make what she said I make - but I showed them the math (multiple W-2's) and that I was well under the income limit. NO RESPONSE. I had to prod more, and eventually I was told I have to wait for the next calendar year to apply again with this years taxes. No apology, no acknowledgement that they screwed up, nothing. At this point, it's too late for me to apply, I need to buy a house well before I'd finish the saving program. TL;DR - Applied for FHBC. They messed up my application with a math error. Denied by state lending agency. They never told me and never apologized.

There are numerous roof repair service providers in Rochester area. But to my knowledge…read moreNeighborWorks® Rochester Inc is the best service based company & and it has received much appreciation for its environment friendly energy-saving program

Joyce Howe owner of Gorham Tax Service has been doing my taxes for years she always checks…read moreeverything twice to make sure I get the best results. Joyce's knowledge of the tax laws helps to insure that I'm not over paying my taxes while allowing me to plan ahead so I don't get blind sided with a big tax bill.

Long distance inquiring about rental coverage when I move back to Canandaigua went so smoothly, I…read morecould hardly believe it. Thanks to Stacey who I spoke with, she set me up in no time with a great company and quote. I will look no further when I move back home for auto and other insurances. Stacey at Stan Steele will be my go-to girl from now on.

When I moved from Pennsylvania to New York, I switched to the nearest State Farm agent. The new…read moreoffice didn't apply all the discounts I was supposed to be getting for my 6 years with State Farm and my good driving record. My "Discount Double Check," turned into a "Discount Quadruple Check" where I was doing all the checking. After a lot of legwork, I finally got things straightened out and then switched to another State Farm agent I hoped would work better. I had also met Matt Steele shortly after moving in and knew he was an independent insurance agent. Though I finally got everything straightened out with State Farm, I decided to have him get me some quotes for other companies. He did a very thorough job of assessing my situation and getting me the quotes for the proper coverage. He found me policies through Allstate with several times the liability coverage and the same deductibles for over $250 cheaper a year (the equivalent Allstate policies for the same coverage would mean even more savings if I went that route). Previously I had asked my State Farm agent about increasing my liability coverage as I had just finished schooling and had taken my first job in my career, but I didn't get a very straight answer. Matt explained the importance of the proper levels of coverage, and gave me many different quotes each time I asked about different options. Matt was very thorough, honest, and dedicated to getting me taken care of. He answered questions over the phone, via email, during business hours and after. I didn't think that I would be able to get a better rate switching to a new company since I'd be losing my 6-year save driving discount with State Farm, but I am very glad I looked into it. I also appreciated that as an independent agent, I knew he would be able to find the policy that most fit my needs. Overall, I was very satisfied and would recommend him to anyone looking to lower their premiums and ensure they have the proper level of coverage on home or auto.