First New York Federal Credit Union - Troy (NY)

Daniel Ramsey I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.

RMDS Family Rick, Christine and the whole crew at Ricks law office are wonderful. Our closing went off without a hitch and throughout the process they were responsive and helpful! Value for money was A+. Highly recommend.

Josh Garcia Spring Bank changed the community and its members forever. Such a brave thing for a Bank to open in such an area and they provided services, facilitated Non-Profit services, educated the community and its kids in finance and provided loans and services to underserved Bronx Businesses. Cheers to the Founders, Investors and Employees that took it from launch to where it is today. Congrats!

jennifer wlostowski I recently had a consultation with RJ Barber and had a great experience. He and his team were very helpful and generous with their time. Their office is in a great location and the staff is very welcoming and helpful.

Greg Komarisky Chris at Edward Jones is a great professional and a trusted source for my family. He is always eager to help and answer any questions that we have about our investments. Amanda and Cheryl in the office are wonderful ladies and always so pleasant!