DSL Financial Services - Poughkeepsie (NY)

Ingrid Stipa This has been my bank for over twenty years. It is a pleasant building with a welcoming atmosphere. Whenever I had any problems with my accounts or ATM card, these were handled very efficiently and always with a smile.

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.

Stephen Sullivan My wife and I have been working with Jared for about a year now. He’s done a fantastic job and I would highly recommend him to anyone that is wanting to start their financial journey. We immediately noticed Jared’s attention to detail and his willingness to listen to our specific needs and goals. We look forward to our continued partnership and sharing in our financial successes with Jared!

Jonah Lipsky Stephanie has been a wonderful financial advisor for me over the past 6+ years. Ever since I got a job where I was starting to earn some extra income, she has been my go-to person for figuring out how to work with my financial situation to grow my wealth for the future, and also how to think about money and wealth for my life right now. More than just a financial advisor, she has helped me to think about money and wealth in a holistic fashion, since it really is not just the money that matters, but your quality of life that matters most. As a hourly-fee-only advisor, she has zero incentive for you to park your money with her, since thats not her business model. She only accepts an hourly fee, as opposed to managing your assets, which means her advice is free from any possible outside pressure to encourage you to do this or that with your money. Ive learned a ton from her, and I cant recommend her highly enough.

Robin Beach Rebecca was so friendly and helpful while she was helping me. She explained everything and answered all of my questions! Such a breath of fresh air and she really made my day!

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