5 /5 Brenda Hand: We are a charitable organization and are extremely happy with the service we have received regarding the management of our investments. Our financial advisor, Steve Hicks, is outstanding with his responsiveness, knowledge and attention to detail. He is very personable, easy to work with and works hard to provide his clients with sound financial advice and guidance. Highly recommend!
5 /5 Linda Johnston: I had the pleasure of working with Steve in the Batavia office who guided me in the right direction of advising what I needed to build my way to a financially secure retirement. He provided great insight and a sound financial plan when I was unsure of what to do or where to go. It’s been great working with him ever since
Thank you so very much Steve
1 /5 brandon isaac: Ownership complains about welfare recipients while also getting $600k in loans forgiven by the government.
5 /5 John Archer: Provides helpful guidance and always available to lend advice. Never too pushy. I can’t recall a bad experience over the 10 years of trusting these folks.
Stephanie Vidal I’ve been a client for almost 10 years and each time had a great experience. Mr. Waters is extremely knowledgeable and is helpful with any questions I have at all times. I highly recommend using them for your tax needs!