Armando Merino - Private Wealth Advisor, Ameriprise Financial Services, LLC - Poughkeepsie (NY)

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

Roxanna Hamilton Tim does a fantastic job. He is thorough, details and always in touch. He is transparent about all fees and always available if you have questions. Also, seems to do pretty well for us.

George Miller Very knowledgeable , cares about his clients and always a pleasure to talk to him...

JDMO Integris Financial Group is an absolute gem! If you’re looking for a loan, I highly recommend Angel and Integris. They’re super responsible, quick, and easy to understand.

Samuel Munier Im from out of state without an account and they were kind of enough to help me with some basic financial services. Cheers to this team!

Steve Kalt Totally dedicated to the client