Financial Partners of Upstate New York - Rochester (NY)

Kanwar Gill Outstanding Financial Adviser I am delighted to share my experience working with Kerim Tulun , KT wealth management. From the moment we engaged his services, I was impressed by their professionalism, deep knowledge, and genuine dedication to my financial well-being. Kerim possesses an exceptional ability to demystify complex financial concepts, making it easy for me to understand and make informed decisions. He took the time to thoroughly assess my financial situation, goals, and risk tolerance, and crafted a personalized financial plan that perfectly aligns with my aspirations. What truly sets Kerim apart is his unwavering commitment to his clients. He is always accessible, responsive, and willing to go the extra mile to address any concerns or questions I may have. His integrity and ethical approach to financial advisory are evident in every interaction. He is knowledgeable, trustworthy, and dedicated financial adviser.

Alan DiTomasso Best place around for investments and great service..its number 1

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.

Sarah Lyman We received great service from Mr. Swift and his staff of professionals. Their work was timely and relevant. My husband and I would highly recommended them.

Jeff Stavitsky My wife, Pamela, has been a client of Neils for almost 15 years now. Neil is extremely knowledgeable, helpful, accessible, patient and his rates are very fair for all of the work that he does! I am so impressed by Neil that I will be switching away from a large, high profile accounting firm to Neil this coming year. My wife and I highly recommend Neil G. Carousso, CPA,CFP for all of your accounting needs-

Douglas Hillman Great People, They really care about their clients

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