Edward Jones - Albany (NY)

Sherri Downey I would recommend him to everyone

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Alper Ozturk Debbie prepared our taxes for the past four years, and the experience has been outstanding every time. The attention to detail in handling our complex taxes is truly impressive. Unlike the “free” online filing services (which werent really free in our case), her work provides a level of accuracy and expertise that gives us complete peace of mind. Knowing that everything is done correctly by a professional is absolutely priceless. Highly recommend to anyone looking for reliable and thorough tax preparation!

Lorie Agne Great

putrid filth Not sure of one of the bank managers name but he was really helpful resolving an issue with my elderly grandmothers account, very professional and compassionate. Some dude with red hair and a beard? thanks dude who ever you are!

Preslie Awesome service and affordable coverage! So grateful to now have a life insurance plan that works for my family. The process was quick, easy and convenient. Highly recommend!!

kay horvat Saadi made the whole process of setting up my LLC so easy and quick and stress-free. He handled all the legal work quickly and explained everything in a way that I could understand. I felt supported the entire time and Im so grateful for his professionalism and kindness. Highly recommend.