DBJ Wealth Management - New Hartford (NY)

Shea Lynch I used their services when I was employed at an Albany based company. Initially I liked using their services and relied on their expertise. However after a couple no show meetings, being ghosted when I reached out to them to reschedule, I cannot recommend them as a professional service UPDATE: I updated this review to 4 stars after Jose reached out personally to apologize. While we are still not going to use their service, I do appreciate the commitment to better communication.

Elizabeth Mondrick I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or direction. I cannot recommend Strategic highly enough…these people really care.

Estelle McCumber Nice to do business with

Peter Lupkowski Helpful and full service credit union. They have recently added a free coin counter for member use. Drive through on Hart St and an ATM in the hospital.

Denise Kozak Love the people. The atmosphere is relaxing and fun. Very clean.

Mukhjinder Singh Not recommended: Jerry never respond to follow-up calls. He is not an accountant who will help you or care.

Francis Matera John and AFG are excellent. He is not only professional and good with helping me with investing, but the entire staff is kind and makes me feel like family.

Aron Hirtz Great service & very professional staff. Jacob has been helping us with personal and corporate returns (for 5 years now). Jacob was able to quickly advise on various questions. Would definitely recommend Jacob Lichter & Co. no matter how complicated your returns are!