Adirondack Financial Services - Utica (NY)

George Bakes I’ve had the pleasure of working with Zachary Norman at Hudson Peak Wealth Advisors, and I can confidently say he’s one of the best financial advisors I’ve ever encountered. From our very first meeting, Zach was attentive, genuinely interested in my goals, and thoughtfully asked questions to fully understand my personal situation. He crafted a custom financial strategy that not only aligns with my short- and long-term objectives but is also adaptable as life circumstances change. Throughout our collaboration, Zach has been proactive, responsive, and incredibly transparent—he always takes the time to explain complex financial concepts in clear, down-to-earth language. His professionalism, integrity, and dedication to fiduciary duty shine through in every interaction. Whether I’m checking in for routine portfolio reviews or recalibrating after a major life milestone, Zach has made the entire experience seamless and comforting. His expert guidance has strengthened my confidence in my financial future, and I wholeheartedly recommend him to anyone seeking a trustworthy and knowledgeable advisor.

Michele Iorfida We have been clients for a few years now. Murray is very knowledgable! We are extremely happy with the services and how our retirement profile is being managed! I would strongly recommend checking CD Financial out for yourself!

Harold Sokol Excellent service. Great people.

Angelo Dattoma Justin was very professional, Thorough , and patient in listening to our concerns and needs about what we wanted out of our life insurance policy. He delivered on all our concerns and devised a perfect policy to meet our short term and long term needs He was a pleasure to work with, his compassion and knowledge of life Insurance put us at ease and made the entire process very enjoyable, knowledgeable and made us very confident and satisfied with the Policy we decided on. My wife and I would definitely recommend Justin to our friends and family and anyone who needs life insurance. He entered our home as an insurance agent and left our home as a Friend Great job Justin!!!!!!

Rusty Shackleford Beautifully updated lobby since Ive last been.