Edward Jones - Financial Advisor: Benaiah J Henry - Penn Yan (NY)

Mark Wuerschmidt Excellent as usual, recommend them as we have had great experience with them for many years.

Don Durkin This bank has been very helpful with any questions I have

Rebecca Halpin Great group, very helpful. Would highly recommend!

ALittleBit OfHeaven They have awesome advisors and professors. One of the best professors there is Steve Calabrese! You can really tell he is genuinely passionate about his job, and his students success.

Karl Heck I had an excellent experience with Veronica and her firm. I had an extremely high-conflict divorce, and likely wouldnt have gotten through it without their work. Veronica is an advocate that can remain objective and advise her client appropriately even when she knows it isnt what you want to hear. I ended the case in a better place, which is all I can ask for.

Damon Trifeletti I’ve been a client of Lou for over 30 years, and in that time, he’s become much more than just my personal accountant—he’s been a trusted guide through every financial chapter of my life. Lou has helped me navigate everything from personal taxes to business filings and even provided valuable insight and direction on financial investments. His integrity, professionalism, and deep knowledge of the ever-changing tax and financial landscape are second to none. He’s always responsive, thorough, and genuinely cares about his clients’ success. Over the years, I’ve recommended Lou to countless friends, family members, and colleagues, and every single one of them has had the same experience—top-tier service and total satisfaction. If you’re looking for someone dependable, smart, and experienced who treats your finances like his own, Lou is the accountant you want in your corner. Simply the best.