Creative Financial Planning, Inc. - Nyack (NY)

Emmilie Oudekerk Paragon Home Loans was super helpful in not only helping me find a loan but putting me on the right track to obtain a loan! They were very receptive and always willing to answer questions! Jackie was so educating on what I was doing what I needed and how things worked! Because buying a house is such a big thing and I was completely clueless! I really appreciate how personal the interactions where with all the employees do Paragon Home Loans, it was more than just another client to them! I am super grateful for all their help and hard work!

Holly Reilly We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.

Alisa Patterson Feels good to drive the car I don’t have to worry about! I FINALLY Got a car that is not 10 or 15 years old with 100,000+ miles on it! It’s nice to have a new car! Great people there. Got a new car, fast and low down payment. Also the loan isn’t 100 years and payment is reasonable.

Chad Holmes Need a caring advisor? This is your place! In addition to being proficient in personal financial planning matters, Christopher is such a caring soul. He looks out for whats best for you and makes you feel taken care of by the way he communicates his projects, solutions, and ideas. Thank you, Christopher!!!

Kathryn DeGroat I was very pleased with the services provided. I had always prepared my own taxes for the past twenty years. I moved to NY last August and knew I needed someone to prepare my taxes. I Googled CPA near me and found Thomson. I called and got an appointment. I provided my information and documentation. They did an excellent job,and were reasonable in their fees. I plan to use them next year,even though my taxes will be less complicated. Very pleased with Thomson.

Katharine Lloyd My family & I have been using KeyBank for decades and have always found that everyones friendly and helpful.

Michael Liverani Have worked with Brian Ginty and have been delighted with his expertise, his great attitude and sense of humor. He always leaves you feeling that he ‘has your back’ in all financial matters.

Robert Inwards Ken Fisher has been an excellent advisor for my wife and myself. He listens closely to your needs, concerns and priorities and explains subjects in an understanding way. He provides options and explains the pros and cons of each and honors your decision. It is great to have confidence in a person regarding such important matters.