Christopher DeForest - Morgan Stanley - Kingston (NY)

Angry Boomer Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!

Colleen Hiam Excellent to work with. Very knowledgeable and communicates well. Very responsive. We have been working with Level for several years and would highly recommend them.

Amit Debnath It was awesome experience taking the service from Bank of America , 65 metropolitan branch and Mr. Roberto was very helpful , kind and knowledgeable to assist me I getting the service I needed and opening up my account there in Bank of America.

gloria seiler Weve known Mike Minter for several years. He set us up with a Variable Universal Life Insurance policy a long time ago around 15 years ago. That ended up being one of if not the best financial decisions we have ever made. Because of the loan feature we saved over $350 a month transferring some higher debt loans like private educational loans (that received no tax or government benefit). We are so glad that we have a policy set-up for our three year old daughter and will set another one up for our next daughter coming soon!

Leland Midgette So glad that we asked Janet to undertake our mortgage refinance! She is experienced, highly professional, painstaking, and by no means least, an excellent and timely communicator. Janet took on our case as COVID-19 was launching itself in NYS and guided us through the mortgage labyrinth with great assurance despite the handicaps the pandemic created. We have no hesitation in recommending her services - and Alexs. Leland Midgette and Joe Ahern, Hudson.

Oliver Halloran I’ve been going to Travis for my Taxes for couple of years now! I’ve never had an issue, and he has gone above and beyond to help answer my questions. ☺️ This year he assisted my husband & I with filing our taxes! It was a breeze like always. I highly recommend using Gagnon & Associates, CPA’s!

Kristin Young I cant say enough good things about Paul Deagle. He is attentive to detail and very knowledgable in the finance world. Paul goes above and beyond to provide personal service and communication with you to help you with all your financial needs.

Nicholas Pazienza Very personable, responsive and knowledgeable. A great resource for financial planning and wealth building.