Edward Jones - Financial Advisor: Adam Bruculere, CFP® - Cortland (NY)

Review Squad 11 Excellent service. They take great care of growing & protecting our retirement funds & the app is easy to access! 5/5!

John Casey Good service very social, place is greatly improved

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.

Thomas Charland Applied for loan online One Main Financial Plattsburgh which was extremely easy to navigate, then followed up in person to complete documents. Tammy assisted me and was a pleasure to work with. Would definitely go back if needed.