Francis P. Flynn CPA - Kingston (NY)

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.

Whatchagonnado It’s very unfortunate that the City of White Plains has an employee like Terrence Conroy. Simple questions he can’t handle, unprofessional, raises his voice for absolutely no reason, short responses with no resolution, a clearly insecure tough guy persona over the phone of course.

Dan Adams Weve been with Paul for several years. Hes always been responsive and clear. Our investments are tracking according to plan. So we couldnt be happier.

ALECIA KING Great friendly staff. Gave me exactly what I needed for auto and home insurance. Thanks Greg.

Amanda Prashaw The agent that did my tax return for me answered all of my questions and I like that they have a computer set up that u can watch every step of the way when your return is being done she also explained what every line was and exactly how much I was getting and their fees are reasonable.... I already have my appointment for next year