Craig and his staff have always given me great service and suggestions! They always keep my policy…read morecosts down while making sure I'm fully covered all around..........Wouldn't use any other agent:)

I am disappointed in Craig Bauer and his office staff. Has front office staff who tries to block…read moreyou from speaking with him when there is an issue, it took persistence to get through. Overall, he tries to play the nice guy while making sure claims are not paid out. While not directly calling you a liar, he says "I don't know who to believe" regardless as to what happened. So in essence, inferring you are not telling the truth without directly saying it. I am sure he is pleasant when he takes your money however. Please do not use his services. Go elsewhere in Pittsford, anywhere else. I am very disappointed in Craig Bauer. As he states, he is a 30+ year insurance agent, and makes sure the profession lives down to its name.

I was recently scammed by a company who I ordered some products from. Two of which I returned…read morebecause I couldn't use, and then which I didn't receive a refund for, and then one product didn't even work, and I was told by them to return it at my own expense, and realizing I was being scammed I filed a charge back. At first the charge back was denied because I had approved the transaction. I was very worried that my case had not been properly reviewed and that I was going to have to take what amounted to a $100 loss that I really could not afford at the time. I was emailed by a CNB employee named Jessica Young Carbonel from the Alexander Park branch to say that the provisional credit was going to be reversed so I had to think about how I was going to recoup my loss. I remembered getting a card in the mail for chase bank offering $100 to start an account with them, but I looked up reviews about them online, and then thought about the 16 or so years I've been with CNB and how I've always been happy with their service until now, and that I couldn't expect to be happy with the service elsewhere. So I pleaded my case to Jessica and told her how I was getting scammed and really couldn't afford to lose that $100 right now and that I depended upon my bank to keep my money safe from such fraud. I didn't expect anything but the same customer service scripts I'm so used to getting from companies making excuses for not helping...but much to my surprise Jessica called me the next day to tell me she had worked with her supervisor to stop the provisional credit from being reversed. I'm so relieved and happy to know that I'm with a financial institution that I can trust to keep me safe from scammers and fraud, and that there are employee's like Jessica who won't just use customer service scripts to avoid doing work on solving customers problems but will actually go above and beyond the call of duty to deal with these things and make sure I'm not incurring a loss. She also told me that this credit was coming from the bank itself and not back from the vendor, that the bank is covering me personally to make sure I stay whole, which I am so astonished and grateful for its hard to express. So after this experience I know for certain I've been with such a good and trustworthy bank for the last 16 years and will continue to be a loyal customer for decades to come.

Like many others, I really struggled with my homebuying process. I got pre-approved by 3 different…read morebanks before my realtor recommended Jake at Prime Lending and I was so glad I went with them! He was great and answered all my questions timely and was even available after hours. The process went smoothly even when dealing with SONYMA grants and they were able to help me achieve a 30 day close. I can't stand enough good things about my experience.

I'm sad to see the two prior poor reviews because our experience has been nearly flawless…read more I went to high school with Michael Davis and somehow ended up on his e-mail distribution list. It wasn't the first e-mail pitch I received from him, but on this one day, I felt spurred to reach out to Mike and see what he could do for us. We knew that rates were at all time lows and we could save big if we could refinance. The catch was that we digging ourselves out of some bad debt and I've had many other lenders ghost me once they pulled my credit score. We'd made great strides recently to fix that and needed someone to give us a chance. Michael placed us in the very capable hands of one of his team members, Marie Bolton. Not only was the answer, "Yes, we'll work with you" but "We've got a deal you can't refuse!" Our initial estimates seemed almost too good to be true; but by the time we were all said and done, our terms at closing were EVEN BETTER! In the end we cut a 30-year fixed to a 15-year fixed and saved 2.5% APR in the process. That will save us AT LEAST $130,000 compared to sticking with the original mortgage. We plan to make extra payments and save even more. Overall, the process was very smooth and simple. Everything but the closing was completely online. From the application to uploading documents to e-signing forms, we were turning things around within minutes. Any questions Chris Marcelo, our processor, had, were resolved promptly for a quick approval. We were actually shocked when we were told on Wednesday that we were "Cleared to Close!" that the attorney wanted it done Friday morning. A night/day difference from our purchase experience. Initial contact with Mike, May 10. Closing, June 18. That's pretty dang good by New York real estate standards! Having been through 3 purchases and now 2 refinances, I know that there's a good chance our mortgage may be sold to another servicing company. Mike tells me that they now do a lot of servicing themselves and there's a better chance they'll keep us for themselves. That would be nice. Less chance for errors like Zayne reported.

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.

Lena was very professional and informative a pleasure to talk to…read more We will certainly call her if we have any more questions

while I realize insurance has increased Stasko has made a gambit out of methodically increasing…read moreinsurance without rational for years. In 5 years my insurance has g from $65 to $158 with no accidents, additional drivers, infractions and significant DECREASE in annual mileage. The only suggestion they offer to decrease: take a safe driver class or *bundle* buying more coverage you don't need, having employer paid / better policies elsewhere.