Edward Jones - Financial Advisor: Michael DeMarco - Ballston Spa (NY)

Daniel Ramsey I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.

madlyn Taylor Was interesting

Pat McLoughlin I have been searching for insurance for my grand daughter for the past 3 days and any and all problems of which there was several have been quickly, accurately, professionally and completely resolved to my satisfaction by Agent Debi Guerrieri . I have never worked with such a responsible and friendly agent for insurance that I can remember. It was a pleasure all around. Thanks again Debi.

gloria seiler Weve known Mike Minter for several years. He set us up with a Variable Universal Life Insurance policy a long time ago around 15 years ago. That ended up being one of if not the best financial decisions we have ever made. Because of the loan feature we saved over $350 a month transferring some higher debt loans like private educational loans (that received no tax or government benefit). We are so glad that we have a policy set-up for our three year old daughter and will set another one up for our next daughter coming soon!

Morgan Belisle Tanner is trustworthy and professional. His team is easy to work with and we appreciate all that they do for our family!