Echelon Wealth Advisors, LLC - Rochester (NY)

Sharona Allen OH MY GOSH! The employees here are so nice here. When speaking to Marry I literally had one of the best conversations I’ve ever had in my entire life. Sure I’m not the most social person in the world, but still it has to mean something. If only I can open many more accounts just to be in such an amazing and friendly environment. Would definitely recommend to all my friends and family 100%. Love and God Bless.

Michael Carbone Jon at 360 has been successfully managing my investments for over 15 years. He is knowledgeable, trustworthy, and has delivered strong returns year after year. After having sub-par results with other firms who never reach out, I chose this business because of their honesty, experience, and high level of customer service. I highly recommend Jon and ThreeSixty WFM.

The Beauty Boost Buffalo We partnered up with The Establishment last night to have Wine & Investing for our community of women, and it was a wonderful event! Informative, fun and interactive. THANK YOU!

Joseph Murtha If you’re looking for a place to take care of your finances you’ve found it! I highly recommend Hayden Freeman. He listens to your needs and truly tailors your experience to match what your goals are. Don’t hesitate to reach out with him. He has earned my business for the long run!

Robyn Fox Never answer phone no answering machine at least saying when court will be held