AmeriCU Credit Union - Lowville (NY)

John Manna We have been dealing with Mark Jones and Rise Advisors for almost 10 years. They analyzed our financial position, provided recommendations and strategies for our retirement and continue to periodically review our portfolio to insure we are well positioned for our future. Mark has also provided recommendations on accounting support, and legal issues pertaining to our will and trust. We feel we are in very good hands with Mark and Rise Advisors.

Peter Wallin I’ve been a happy client for several years. I appreciate the regular and thoughtful market condition emails.

Jim Brule A truly robust and knowledgeable practice. They are very responsive to concerns, proactive in their approach, and calm in their strategies. Highly recommended!

susanne cianfoni Mike is wonderful!

Keagan Bond Ive only been going there for 1 semester, but already feel right at home. Ps, whenever I walk into the Moore Building, feels like the Overlook Hotel from Stephen Kings The Shining. Just a compliment.

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.