Clinton County Social Services Department - Plattsburgh (NY)

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

Kimberly Latko Working with Nicholle Overkamp and her team at Wilcox Financial has truly been life-changing. They’ve helped me triple my net worth and given me so much confidence when it comes to both my personal finances and my business. What I love most is that they go beyond financial planning — always bringing fresh growth ideas, challenging me to think bigger, and supporting me every step of the way. Their genuine care for their clients shines through in everything they do, combining expertise with heart. I feel so lucky to have Nicholle and her incredible team in my corner and would recommend Wilcox Financial to anyone who wants trusted partners in building their future.

matthew french Professional

Juan Galbani I have banked here since they open. I really like the tellers, management and the building. I always get a smile from Dennis or Matty. Thanks guys. :D

marlene loomis Never had a problem with very nice people they do there best for what people give them as far as info. They work hard to provide the best that they can give somethings are out of there hands but they will find an option that fits you the best

Justin Glicksman Joel is an excellent agent. He got the exact coverage I needed with no hassle and saved me money! He offered me great advice and is super responsive. I absolutely recommend his services.

Richard Dryden This friendly staff helped me prepare my taxes for the first time I filed on my own. They are thorough and very knowledgeable of the nuances of tax prep. I recommend.