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

Larissa Peñalo Anthony is a talented, hard working, results oriented professional who Ive enjoyed working with since we met. I was introduced to him during the pandemic, yet despite all the hardships and challenges at that time, he was the silver lining for my family, friends, and I bringing positive impact and financial guidance to all of us. I am truly grateful for his assistance and recommend him at any chance I get. Not only is Anthony is genuine, reliable, and honest, he is well versed and highly educated in his field. He listens to your needs and takes the time to guide you through every step while addressing any issues or concerns you may have along the way. Anthonys expertise, exceptional communication skills, and attention to detail set him apart from others in the industry. Id highly recommended him as anyone would benefit from his knowledge and dedication.

Maureen Barnard I’ve tried to call several times, you state your hours are from 8:30 to 5… but no one picks up, the recording repeats itself over and over and over. My financial advisor told me he called and left a message and no one called him back. Your message center says leave a message, but your message center says, you cannot leave a message, it’s full. This is very annoying. Someone should be checking and correcting your phone message.

Chris Coletti Great place to drop off anything youd like to donate. The guy working here was super super nice.

Robert Inwards Ken Fisher has been an excellent advisor for my wife and myself. He listens closely to your needs, concerns and priorities and explains subjects in an understanding way. He provides options and explains the pros and cons of each and honors your decision. It is great to have confidence in a person regarding such important matters.

Dakota Malone Dan & the team are fantastic. If youre seeking a financial planner; be sure to check them out!!

Jonah Minkoff-Zern We worked with Joe for a few years. While he was patient working through various issues with us, it felt that he didnt have time to help in the end. Last year he made a mistake filing our taxes - which is OK - mistakes happen - but instead of taking the time to fix it or look into it, he put it back on me to try to figure it out when I received the notification from the State. It took a lot of time and effort for me to figure out what had happened (as Im not an accountant) and when he finally took the time to look and realized that he had made a not insignificant mistake - a mistake that led to us planing financially for a return that was much higher than our actual return; he didnt offer an apology - let alone a discount off a rate that somehow had increased by 50% from the previous year without warning (I found out when I received an invoice). Im sure for other accounts he could do better - for people with more knowledge of the tax system, etc. as I do think he is knowledgeable. It definitely was not a good experience for us in the end.

Mitzi Vanetten Very good employees