Edward Jones - Financial Advisor: Jason D Cicioni, CFP® - Cortland (NY)

JennaRae Knight Rehan and Kathy of Helmedech and Young are very professional, understanding and kind. After a move and businesses in two states and a lot of confusion on my part, they guided me through the process with understanding and professionalism. I am grateful that I decided to work with them, and will continue to do so in the future.

Dan Quinn Chip is very knowledgeable and will guide you through the investing and wealth management process in simple and easy to understand terms. Chip and his team are thorough, professional and responsive. Highly recommended RIA.

Khaled alkaawani I Usually skip at least one or two branches on my way to get to this branch every time I need to go to the bank. Never have a problem in this place unlike Fordham Rd branch or the one on 233rd st & White Plains Rd. Even though its a small place in a busy and crowded area, yet they have the best staff. Friendly and everything is always smooth and convenient. And Im also going there in the Morning :)

George Bakes I’ve had the pleasure of working with Zachary Norman at Hudson Peak Wealth Advisors, and I can confidently say he’s one of the best financial advisors I’ve ever encountered. From our very first meeting, Zach was attentive, genuinely interested in my goals, and thoughtfully asked questions to fully understand my personal situation. He crafted a custom financial strategy that not only aligns with my short- and long-term objectives but is also adaptable as life circumstances change. Throughout our collaboration, Zach has been proactive, responsive, and incredibly transparent—he always takes the time to explain complex financial concepts in clear, down-to-earth language. His professionalism, integrity, and dedication to fiduciary duty shine through in every interaction. Whether I’m checking in for routine portfolio reviews or recalibrating after a major life milestone, Zach has made the entire experience seamless and comforting. His expert guidance has strengthened my confidence in my financial future, and I wholeheartedly recommend him to anyone seeking a trustworthy and knowledgeable advisor.

Kevin Norris This firm has managed my portfolio for over twenty years with an excellent track record of " beating the street " year after year. I strongly recommend this firm to all of my friends and colleagues.