Financial Development Center an Extension of Heritage Financial Credit Union - Poughkeepsie (NY)

Sheshadri Sosale Ji ji ji ji ji

ruth paschen close to my home can walk there and I know most of the employees. They are friendly.

Timothy Clark Awesome staff and always have the best service.

Gary Sam Ive had an excellent experience working with this firm for both tax preparation and financial planning. Theyre knowledgeable, responsive, and truly take the time to understand your personal and business goals. Their advice is clear, actionable, and always in my best interest. I feel confident knowing my finances are in good hands. Highly recommended!

Shamual Nektalov Omg i had the worst experience ever there.I just came in, and this lady named Snagreta looked at me like I was an illegal alien and didnt even ask me what I needed if I wanted to speak to a seller or nothing.She just disregarding me as if im not a human being. This place needs new employment. $ Fire Sangreta

Kelly I’ve had an excellent experience working with Barry! Communication is always clear and timely, making it easy to stay informed and confident in my financial goals & decisions. Barry always takes time to explain strategies in a way that’s easy to understand, providing education- not just advice. Everything is personalized and well-researched, and his credibility is evident in every interaction. Overall, Barry is an excellent guide for your financial roadmap at any stage of life!