President and CEO of locally based national technology company
“I was attracted to Genesee Valley Trust because they helped me set clearer goals for my family’s financial future. I was spending a lot of time with my business and not thinking about what I should be doing for my family and future grandchildren. Genesee Valley Trust helped me build a focused financial plan.
GVT client since 1994
"I'd researched other options for managing my family's trust, but their people were too impersonal and unwilling to oversee the real estate holdings that are very important to us. GVT listened and showed sensitivity to my needs. I was impressed with GVT's board. I know many of them, and they're honorable, trustworthy people. They wouldn't be involved if they didn't believe GVT was the way to go. I appreciate the staff's teamwork. They provide coordinated, attentive and courteous service, and someone is always right there to answer my questions. Despite the recent market uncertainty, my personal financial goals have been met with minimal losses. On a scale of 1 to 10, GVT rates a 10. GVT has honored its commitments to me, and that's what keeps me with them."
President of local Not-For-Profit Human Services Agency
"Because this community supports Al Sigl Center generously, we want to entrust our funds to locally owned, locally controlled organizations. But the advantages of working with Genesee Valley Trust go far beyond the company's local management and faithful support of community agencies. GVT offers a unique product that provides us access to a high level of money managers that we would not otherwise enjoy. In addition, their communications are superlative. Any time the market has changed or a procedure is changing, GVT telephones us and provides follow-up in writing. Their commitment to Al Sigl Center as clients and to our role in the community is of the highest quality."
Owner, Local Manufacturing Company
"Genesee Valley Trust takes a personal interest in the financial success of the monies I have invested with them-whether it's my company's 401k and profit sharing plans or my mother's trust fund. Plus, they do an exceptional job of keeping me informed of how well my monies are performing in the marketplace as compared to industry-accepted baselines. It's my personal belief that investment goals are ongoing, not a stationary target. Together with GVT, these goals are continually revisited. All I need to do is pick up the phone-and they're always willing to work with me."
Long-term GVT Client
"It was my desire to set up our investments so that my wife would become comfortable and secure dealing with our financial matters. Working with Genesee Valley Trust's financial advisor has been a wonderful experience for her. Basically, my wife's learning process began with 'financial management 101'-and she is now becoming highly astute at managing her own account. We have dealt with various investment companies in the past and were dissatisfied with their service and performance. GVT responds quickly to any of our questions or financial requirements. We are totally confident in their ability to manage our estate-and protect our family's well-being."