I can't say enough good things about Optima Benefits & Payroll. As a small business owner, they…read morehave been a lifeline for our company, Optimum Influence Media. A couple of years ago, we had a few issues due to our old CPA filing our taxes under the wrong FEIN number. During that time, I worked closely with Sheril Damelio to resolve these issues. Not only did Sheril take the extra time to help me understand what was going on, but she also made it a priority to check in with me and ensure these issues never happen again. She was a godsend. As our company has grown, we have taken advantage of the HR resources that Optima offers, and we have been extremely satisfied. Sheril answered all of my questions and even guided me through signing into specific portals, utilizing tools, and exploring other opportunities to support our business. More recently, I have been working with Kathy Freeman, who is exceptional. She is always timely with her responses, and I feel confident knowing she is handling our payroll. If you are a business owner in the Rochester area, I highly recommend utilizing services from Optima. They are second to none in our community, and we are so lucky to have them! Thank you all.

Would not recommend to small businesses or NEW buisness. We set up service with only 1 employee and…read moreafter only a couple months we felt it wasnt working in our benifit to pay for such a service and called to cancel payroll service with them completley. I believe this was done in 2017. From then on our buisness had gone through a change of management and more importantly we were trying to find our way as new buisness owners during a pandemic with little resources to no help. While going through bank statements for tax purposes we came across Optima Benifits every few months for different charges. When looking more into it we were still being charged every quarter for the last 7YEARS for a service that we thought we canceled. The charges started at $21 when we signed up and continued to increase every year... $75 to 78.50 to 83 to 100 and a few random higher ones. When going back to look at our contract a few things were done wrong on both ends but getting in touch with them was not the easiest processes when the found out why we were calling. On our end apparently we were supposed to send them written notification to terminate service after verbal communication which for wjatever reason we failed to do.... for the 7 years inbetween we DID NOT recieve any sort of emails, phone calls or written letters regarding any type of service they have provided us. We never not even once received any documents from them not even for annual taxes! So im not sure what we were even being charged for. We no longer had any paid employees to which we would need a payroll. This is a family owned buisness. All under 1 roof family buisness! So yes we should have caught this much sooner and we learned our lesson the hard way. On the other hand what type of moral ethics does a company have to charge anyone for a service they clearly not providing? In the end we learned a tough lesson and that is to not trust anyone with just there word... always read the fine print and reread btwn the lines and most importantly follow up and dnt just take them at there word.

I have done business with High Falls Advisors for many years. I remember when Mr. Englert was first…read morelaunching the business out of small little office building near his home. Through the years he assembled a quality team of financial experts including his daughter Jennifer who I deal with. I remember Jennifer when she just graduated from high school tagging along with her father learning the business. She went on to college and got a degree in real estate law, as well as accounting. She is now the Chief Compliance Officer in the firm. She is a hard worker and very caring to all of her clients and customers. From tax preparation, to investments, savings, and even Social Security advice on your benefits, the High Falls Advisors team is a good choice.

I've been working with Bryce and Eric for many years. They are professional and knowledgeable, and…read moregive me peace of mind for my retirement. They get to know the whole person to help you make the best decisions for your life.

We have benefitted tremendously from NorthLanding's comprehensive financial planning process. They…read moreleave no stones unturned in assessing our current picture, keeping everything up to date, and creating a clear and understandable path to our financial and life goals. It is reassuring to work with professionals of such skill and integrity, always knowing they are there to lend perspective and analysis to financial questions and decisions big, small, and everywhere in between. No hype. No pressure. No ego. Just honorable people doing what they love to do, and doing it well.

We've been with George Larry SF since 2007. We've had the opportunity to go with other companies,…read morebut their customer service and claim resolutions are the reason we're still with George.

We had a challenging auto insurance need and Greg went the extra mile to make sure everything work…read more It didn't hurt that his office is across the street from the DMV office. Highly recommended.

Everyone there is amazing and so helpful in anyway they can . Always there to answer any questions…read more,no matter how big or small.They are there for you,and give you the best rates.They go above and beyond for you. I've been there almost 20 years. Thank you to them all you guys are great! Laurie Thomas

Great people, great service, great everything. These people are the best. I haven't had a problem…read moreyet. I should've went with them first before Nationwide. I'll ride with them until I can't anymore. Thank You Ferris Insurance

Communication and customer service seem to have suffered over the years. Very different experience…read morethe last year working with them for my homeowners policy. Had to keep track of conversations, and copies of records. Documentation had been lost a few times. Also irritated with the direct mail marketing that kept getting sent to the house.

I didn't have service for that long but I appreciated them for the help they gave me thanks!!read more