Capital Saratoga Wealth Management - Malta (NY)

Daniel Byrne I met Luis Neely over 5 years ago after being laid off from a job I worked at for 23 years. He helped my wife & I with roll-overs, sound investment selections & making solid choices. He has been helpful with our childrens student loans, as well as credit card management. Now that retirement is near, these choices are proving to be well thought out. Luis has been professional and responsible. He always returns phone calls and is looking out for our best interest. Thank you all at Myles Wealth Management.

Jason My wife and I have gone to Sarah Lindsell for the last few years, for both personal and business filings. I cannot express the amount of gratitude for her communication and customer service. If you want taxes done right, and questions answers honestly and correctly, hire her as your CPA.

Shauna McIntyre If I could leave negative stars, I would! This company is the worst. And God forbid you ask to speak to a supervisor. They will NEVER answer in call. And the 72 hours to call you back is a joke! They will document your account that they attempted but wont actually call you. This company just wants your money but wont provide you with customer service. They will continue to schedule withdrawals from your bank thousands after accounts and fees have been paid. I dont trust that they wont try to steal that extra money. You will be better off negotiating your own balances and payments with the companies you owe and actually be able to save money in the long run. The fees you pay this company end up costing you just as much as the financial balances you submit. Save your money time and respect because this company does not care about their clients, just the money that can steal from them. Global holdings will sift money from your account without documentation of what its for, beware, and watch your funds!

Brandon Tin Rick is the one who you should find, if you are right now feeling of taking advantage by your current loan officer in lending process . If you do your home work which means necessary bank statements and another document, Rick will do your home closing in a week.what else more can you expect.

Emmanuel This is the most breathtaking experience I’ve been through. This is life changing. Legacy Planning solutions, teaches a wealth of knowledge on taxes, Finances and learning about financial management, which is not taught in school. I recommend this place to everyone who wants to change their lives drastically, and tremendously.

Rebecca Halpin Great group, very helpful. Would highly recommend!

susanne cianfoni Mike is wonderful!