Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - Penn Yan (NY)

Tom Schimmerling I began using Mr. Kelley and his wonderful staff when my long time CPA passed away unexpectedly. They do a terrific job. I highly recommend Creative Tax Planning.

Jo Lightfoot In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.

Mb R Friendliest bunch of people that work there.

Wendell Cook I am a long-time client, and am totally satisfied with the service/relationship.