Testimonials
Scott Curtis is a long-time friend. He possesses unquestioned integrity and a tremendous work ethic. He's the consummate professional with a true commitment to personal service. I trust Scott Curtis and would give him my personal endorsement and the highest recommendation possible." 02/26/2014 J.F. Washington D.C.
Scott Curtis is professional, resourceful, trustworthy, and generous in his attention; he's also a pretty nice guy. 02/10/2014 E.L. Cooperstown, NY
Scott is an excellent person, parent and professional . . . and has been so all the years that I have known since moving to the Cooperstown area in early 1996. His quality will been known to all who meet and do business with him. 12/06/2013 S.H. Hartwick, NY
I have know Scott for 15 years, 8 of which were as co-workers/peers. Scott is an honest man and hard worker. Really knows how to get a job done properly." 10/16/2013 R.J. Utica, NY
Scott always takes care of his customers. He answers my questions, makes recommendations, and always responds to my phone calls! He makes sure to take into account my specific need's. I would highly recommend him!" 10/14/2013 G.C. Andover, MA
I've known Scott since we were in Little League together. Scott is the solid, stand-up, take charge, pillar of society kind of guy you always want on your side. When working with Scott it's always a win-win experience. There should be more guys like Scott in the finance business, we would all be a lot better off. 09/07/2012 A.H. Maine, USA.
Scott has excelled in his business since he started it; He is an honest person and he is willing to listen to everything. Go with him and you'll be glad you did!!! D.C. Milford, NY 4/4/2017
I have known Scott Curtis for over thirty years. I have known him in both his professional capacity and as a friend. I have found him to be of great moral character, in possession of a strong work ethic and of a caring, patient and compassionate manner. I trust him implicitly and would give him my highest recommendation. 4/5/17 J L Atty Peabody, MA
When my husband and I were looking for a financial adviser we were very lucky to find Scott Curtis. Scott has helped us tremendously with our portfolio and is always looking to help us make choices that are best for our situation. Scott is always keeping an eye on our accounts and informing us when he has new ideas or changes he thinks would be the right ones for our situation. We have had other advisers in the past, but they don't come close to the personal attention and knowledge we are now getting with Scott. I am grateful that Scott now has all of our accounts and I would highly recommend him to anyone looking for financial advise. MBY Cherry Valley, NY 4/10/2017
I am trusting Scott with my retirement. I think that says it all. RL Cooperstown, NY 4/9/2017
Congratulations on your anniversary! You deserve congratulations. You have a real good touch for what you do. My best to your continued success. MA 1.31.2018 Cherry Valley, NY
"Scott is a caring, knowledgable and professional. I am pleased that he is always willing to assist me navigate through finance issues that I would otherwise feel are overwhelming." CA 4.10.24 Middlefield, NY 5 Stars
"Caring, personal, and able to adapt to varying situations and interests in investing. Scott is patient to explain options. He is fair and honest and doesn't pressure decisions. He is a pleasure to work with." GGB Atlanta, GA 4.10.24 5 Stars
"Scott is so responsive to our needs." DT 4.10.24 Cooperstown, NY 5 Stars
"Anytime I need help or have questions, Scott makes himself available. It is great having someone local with ties to the community." MS 4.11.24 5 Stars
"Very professional. Takes good care of my financial needs." PH 4.10.24 Cooperstown, NY 5 Stars
"I would not hesitate to refer Scott to my family or friends in the future. I am very happy with the investment choices he has made which have performed well." "Very personable & caring associate who I trust implicitly for my retirement financial situation. Scott is always available to help me and has made me feel much more secure in my retirement and financial Needs." SY 4.10.24 Cherry Valley, NY 5 Stars
"Scott was very helpful and knowledgeable regarding the financial options available to us. He steered us in a direction we were comfortable with and we are very happy with our decisions. Thank you Scott!" JK Whitesboro, NY 4.10.24 5 Stars
"Friendly and knowledgeable" AD 4.10.24 St. Augustine, FL 5 Stars
"There is thoughtful consideration of the client's needs with pressure-free options offered, and there is follow-through with support every step of the way! Our family has benefitted from Scott's care across 3 generations, educating us and finding investment solutions that fit each of us." AB 4.10.24 Fly Creek, NY 5 Stars