BPAS, Inc. - Utica (NY)

Elizabeth Mondrick I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or direction. I cannot recommend Strategic highly enough…these people really care.

Fred Cazer It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

Dakota Platt John Delvecchio was great to work with. He cared about my case deeply and did whatever it took and tried his absolute best for my desired outcome. Appreciate everything, was a real pleasure. Thank you for everything. Definitely one of if not the best lawyer in the area

Jennifer Safian I am a divorce mediator and some of my clients have needed help with their finances. Valerie Adelman takes her clients needs at heart in addition to being the best professional you would want to have helping you with your finances. I highly recommend her services.

Sherri Downey I would recommend him to everyone

jennifer wlostowski I recently had a consultation with RJ Barber and had a great experience. He and his team were very helpful and generous with their time. Their office is in a great location and the staff is very welcoming and helpful.