Evening Star Bookkeeping Services - Schoharie (NY)

Sunny Grewal My experience dealing with the Wentworth team was great and comfortable. I was felt I was part of the group.. Andy hands down bro your professionalism and your creativity was unbelievable, keep it up see u guys soon.

Angry Boomer Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!

Marco Berna Great Service and advice. Isaac is very knowledgeable, responsive and does an exceptional job!

Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

Yesenia Lopez Gilly is absolutely amazing. He really takes the time to understand your situation and formulate the best plan of action. He is personable, pays attention to detail, confident and knowledgeable. I highly recommend him for all your financial and real estate needs.