Amy L Smith Financial Services - Johnson City (NY)

Kevin Norris This firm has managed my portfolio for over twenty years with an excellent track record of " beating the street " year after year. I strongly recommend this firm to all of my friends and colleagues.

Amy J Stoddard Jim has been great to work with for credit card processing. He specifically has been a huge help to me with putting together options for online credit card processing through websites. Jim is super responsive and knows his stuff. I would highly recommend him since hes been in the business for a long time and is here to help business owners.

Kevin Boyce They loan application and approval processes were very simple and I loved the abiltiy to upload required documents for my case, online. Cassandra was amazing and I really like worknig with her now and in the future.

Tom Gehrig Met with Andrew today to set up a Simple IRA for my company. He is extremely knowledgeable and went through all the options.

Holly Howell My family and I have been working with Eric Garsin for well over 20 years. We love him! My parents had gone through several financial firms before finding Eric years ago, and they immediately saw the difference and called me right away. So I signed up too. He and Sara have been such a huge help with all of my finances, especially when I lost my parents and really needed guidance. I cant say enough about their level of personal commitment and professionalism. I feel so fortunate to be with them!