John Congdon has been our financial… John Congdon has been our financial planner for over three years. He is knowledgeable, meticulous, accomodating, and friendly. He has been very helpful and we believe, by the advice he has given us, to be acting in our best interest. We like him very much and hope to work with John for many years to come. We highly recommend him to others.

The lawyer The lawyer My. Son died ,trying to get his name off all trust . Bank will not except my bank accounts to be in trust till his name is off all papers & Christine Grace Beardsley his wife is added to trust so. Been to bank several times. Lawyer should know this about name being removed.

John was very helpful and thorough John was very helpful and thorough. No pressure, just very informative.

James Stanley- New Life Insurance Policies James Stanley did an excellent job of explaining the life insurance policies we purchased today. He was generous with his time and answered all our questions.

Informative Informative, polite to the point