Broadview Wealth Management - Albany (NY)

ALittleBit OfHeaven They have awesome advisors and professors. One of the best professors there is Steve Calabrese! You can really tell he is genuinely passionate about his job, and his students success.

Amy Decker An awesome organization

dave koehler We had a great experience getting our taxes done. Laura was very knowledgeable and professional. Highly recommended

Gary Goldstein Excellent customer service and information for financial planning!

Crystal Cox 1397 is a hair salon

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.

Suzanne Wass We have been with Urist Financial for 30 years and have always been very satisfied with Georges management of our accounts. George and his staff have always been most helpful. George takes the time to explain things until we understand how he and his firm are managing our financial assets.