CNY Women - Chittenango (NY)

Andrea Kaplan I first met Nick 8 years ago while I was still in nursing school, and he’s been the most reliable and trustworthy guide for my finances ever since. Hes realistic, thorough, and present-based but future-oriented: helping me visualize action plans for my short-term, mid-term, and long-term goals—both personal and professional. He has helped me steadily grow my savings while planning for the future, even during stressful and uncertain times. Nick and his team bring deep expertise in new business/ tax strategies, investments, and retirement planning, yet always keep conversations positive, clear, and easy to understand. I really appreciate their quick response time and how they make sure I feel confident in my decisions.. I always leave our calls feeling motivated, as if I just went to a life coach. Whether you’re a parent, a small business owner, and/or just trying to capitalize, Nick is the trusted contact I would choose for financial planning.

Nora Turcios Wonderful place that helps serve families and communities.

Marc Goodman Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.

Katherine Great location. Friendly staff and workers. I am able to get in, do what I got to do, and get out. Ive never waited more than 10 mins here, which is awesome. Thank you!