Clinton Community College - Plattsburgh (NY)

Kelly I’ve had an excellent experience working with Barry! Communication is always clear and timely, making it easy to stay informed and confident in my financial goals & decisions. Barry always takes time to explain strategies in a way that’s easy to understand, providing education- not just advice. Everything is personalized and well-researched, and his credibility is evident in every interaction. Overall, Barry is an excellent guide for your financial roadmap at any stage of life!

Crystal Ozuna One thing I don’t like feeling is lost, or confused. But filing with Jackson Hewitt where they know exactly what they’re doing. It makes it so easy for me and it’s never a long process. It only takes a few minutes and it’s all done.

Natan Felipe Very Professional ! The staff were great and very helpful. Strongly recommended

Paul Schroeder I dont know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.

Brenda Haase Steve is knowledgeable and honest about financial issues. He shows concern for individual circumstances and offers valued advice. My husband and I are totally satisfied with his service and dont hesitate to recommend him as a financial advisor. Thanks Steve!!

Tiger Wong Youfu Business Alliance is a trustworthy and professional team! I didnt know much about life insurance before, and I was always worried about buying the wrong product or not having adequate protection. But here, the consultant patiently understood my needs and tailored a suitable life insurance plan for me. He also provided me with a detailed retirement plan, which made me more confident about my future life. The whole process was very professional and the service was sincere. I highly recommend it to friends who need life insurance or retirement planning.