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“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!”
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Alex is one of the best in the world at taking into account tax strategies while creating a comprehensive financial plan. The tax planning alone is worth working with him!”