Financial Friends - Cortland (NY)

Becca Smith Greg is awesome to work with. He gets to know his customer and their financial needs. He is very helpful. When you have questions or need assistance, Greg is very responsive. If you are looking for a financial Advisor , I highly recommend Greg Boshart and team.

Dave Chapman Working with Dan and his team is always easy. They have strong advice across a wide range of topics, and their guidance is always valued. They are professional, quick to follow up, and are a pleasure to deal with. Would strongly recommend!

Apriel Crittendon Fast reliablevtax preparation . Quicl response with preparer. Heather had a wonderful attitude , and great personality and took good care of my returns.

Karen Benavides Truly what it is a scam! Especially the one in Clinton NY.

Dylan Stark Called to ask a simple question on if they can provide me a service and was hung up on.

Joanne Condren I’ve been with Eric for quite a while! He’s a great investment advisor! I would recommend him highly!