Financial institution - Brooklyn (NY)

Grant Russell This team of pros really exceeded our expectations

Angie Clark Very helpful and consistent they dont ever make you feel like theyre pushing you out the door and they actually listen to you even if they cant help they act like you are actually a person and they treat you with dignity and respect

Paul Schroeder I dont know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.

Kimberly Latko Working with Nicholle Overkamp and her team at Wilcox Financial has truly been life-changing. They’ve helped me triple my net worth and given me so much confidence when it comes to both my personal finances and my business. What I love most is that they go beyond financial planning — always bringing fresh growth ideas, challenging me to think bigger, and supporting me every step of the way. Their genuine care for their clients shines through in everything they do, combining expertise with heart. I feel so lucky to have Nicholle and her incredible team in my corner and would recommend Wilcox Financial to anyone who wants trusted partners in building their future.

Nora Turcios Wonderful place that helps serve families and communities.