Cadieux Peter J - Plattsburgh (NY)

Krystal Hansen-Heath Mr. Beason is very professional and understanding. He’s very responsive and explains things in a manner that you are able to comprehend along with leaving you feeling confident and knowledgeable.

Sam Waite Malik was quite helpful and everything went efficiently.

Joanna Stergiou Sari Pessah is wonderful. I would never go anywhere else to get my taxes done. She is very knowledgeable.

Dylan Stark Called to ask a simple question on if they can provide me a service and was hung up on.

Becca Smith Greg is awesome to work with. He gets to know his customer and their financial needs. He is very helpful. When you have questions or need assistance, Greg is very responsive. If you are looking for a financial Advisor , I highly recommend Greg Boshart and team.

Carrie They were very polite and helpful. I didnt have to wait very long to be seen and they worked very efficiently. The best experience Ive ever had there, hands down.