Duke Financial - Binghamton (NY)

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.

Andrea Kaplan I first met Nick 8 years ago while I was still in nursing school, and he’s been the most reliable and trustworthy guide for my finances ever since. Hes realistic, thorough, and present-based but future-oriented: helping me visualize action plans for my short-term, mid-term, and long-term goals—both personal and professional. He has helped me steadily grow my savings while planning for the future, even during stressful and uncertain times. Nick and his team bring deep expertise in new business/ tax strategies, investments, and retirement planning, yet always keep conversations positive, clear, and easy to understand. I really appreciate their quick response time and how they make sure I feel confident in my decisions.. I always leave our calls feeling motivated, as if I just went to a life coach. Whether you’re a parent, a small business owner, and/or just trying to capitalize, Nick is the trusted contact I would choose for financial planning.

John Cerzeto I did a search for Levine to obtain the phone # (Im so bad with remembering #s, old age I guess) & came upon this review in which I felt compelled to insert a posting of my own. So what is the old saying? Another mans "junk" is another mans "treasure?" Its all in the eyes of the beholder. My experiences with David Levine & ALL of their staff "past" & "present" has been nothing short of "amazing". I am a successful business man who does not understand an iota of tax filings, etc. Many years ago, I was introduced to David Levine & Company and I have to say, that not only did they encircle me with their expertise but also alleviated many issues I had in which other accounting firms were unable to resolve. AND, I have saved thousands of dollars over the years in taxes! I would entrust this firm with my sons comic book collection (that someday I am sure will be worth $$ and will be in need of trustworthy & competent accountants). Whats the old saying? "you get what you pay for"

Tony M Our family has been using Rialto to manage our finances since its inception and couldn’t be happier. They are very smart, responsive, patient, and always give us the time we need to understand investment decisions. As our financial picture gets more complex, we always feel confident that Ethan and the team at Rialto will take good care of us. Don’t hesitate to call them for a consultation.

Ahmed Albakri Good financial services

Sunny Grewal My experience dealing with the Wentworth team was great and comfortable. I was felt I was part of the group.. Andy hands down bro your professionalism and your creativity was unbelievable, keep it up see u guys soon.