Bank Of Troy Building - Troy (NY)

Anita Martin Meghan is so intelligent and financially savvy. I trust her and her suggestions. She has never steered me wrong and her friendliness is a huge plus.

Minerva valentin I love their professionalism and their service for the customer Mona was amazing and she made me feel comfortable

Patricia Roberts I spoke with Nancy today and she was kind, efficient and processed my payment without complications. She was the nicest bill collector I have ever spoke to. Thank you Nancy!

Hope Bronsky Blue Water has been managing my 401k plan for the past year. Thus far, they have been an absolute joy to work with! They are extremely knowledgable and they are always quick to answer any questions I may have. I appreciate their educational suggestions when it comes to building my portfolio!

K. C. There are case workers who always show they care and ones who care, but are overworked. One must remember these important workers deal with a lot of stress and I am sure that takes its toll. My pipes burst and I went through a whole tank of gas. I was really distraught and the Supervisor approved extra HEAP assistance. This year my heater is not working and Doug, the director of HEAP made sure it was serviced. He then directed me to a program that could help me with a thermostat. I cant imagine how stressful it is for these workers right now with the pandemic. As a disabled person, I am thankful for them.

Jo DeMichiei Patrick Ousterout

Damon Trifeletti I’ve been a client of Lou for over 30 years, and in that time, he’s become much more than just my personal accountant—he’s been a trusted guide through every financial chapter of my life. Lou has helped me navigate everything from personal taxes to business filings and even provided valuable insight and direction on financial investments. His integrity, professionalism, and deep knowledge of the ever-changing tax and financial landscape are second to none. He’s always responsive, thorough, and genuinely cares about his clients’ success. Over the years, I’ve recommended Lou to countless friends, family members, and colleagues, and every single one of them has had the same experience—top-tier service and total satisfaction. If you’re looking for someone dependable, smart, and experienced who treats your finances like his own, Lou is the accountant you want in your corner. Simply the best.