FatTail Financial Advisory Group Inc. - Brooklyn (NY)

thomas christensen Phil , is a great guy , very friendly and knowledgeable, I highly recommend him for all your financial needs.

Patricia Young I had a very smooth process at the Johnstown, NY office. I would highly recommend your company to anyone needing such services.

Miss Hartley They do our taxes there, but we feel like family when we call or walk in for any reason. Carolyn the office manager knows us by voice and is always so sweet and welcoming. Mr. Cumberbatch is so patient and knowledgeable about anything accounting, investing and taxes. My whole family uses them and we would never go anywhere else. Truly a wall street service from a neighborhood firm!

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David

Rosemary Batiste I utilize the same rep every year. The service is impeccable and the secure feeling I have in knowing that my joint tax return has been completed with the utmost confidence. Maggie Miller is awesome. I look forward to doing my taxes and working with Maggie again next year.

Hunter Hart Amazing group to work with. Very knowledgeable and helpful.

ADVANCED ARBITRAGE LLC Morgia Wealth Management is customer centric & very professional.