Community Financial & Retirement Services

STEPHEN HOLTON _{on Google}

Aug 22nd, 2021

Between my parents and my self, my family has had an excellent relationship with Bruce for over 20+ years. Always professional and always responsive I trust Bruce with my retirement investments.

Roger Bohn _{on Google}

Jul 13th, 2021

We have had accounts with Community for about 15 years and Bruce and Lynn have taken good care of our investments. We are happy to write a positive review for them.

Tricia Erwin _{on Google}

Jun 15th, 2021

We have been with Bruce most of our adult life and feel confident he has always had our best interests in mind. He is like a long time friend.

Carlo Montesa _{on Google}

Jun 14th, 2021

Community Financial for me was Dan Olcott himself because the relationship that one forms at Community is much more than expert and trustworthy financial advise. You’ll have a lifelong friend in Danny.

Steve Boccia _{on Google}

Jun 6th, 2021

Community Financial has been professional and responsive from the first
phone call and office visit, Bruce has spent time reviewing our current
investment situation and status and discussed investment options in detail that would better fit our needs moving forward and retirement.
Thank you Bruce and Community Financial