Crescent Financial Services Inc - Jamaica (NY)

Dave We started working with Bill and AIO several years ago because we wanted our investing to reflect our ESG values. Bill has been very helpful to us, and his guidance is greatly appreciated.

Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!

Sonny Howland Most of the ladies are very welcoming and polite! MOST!

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.