Great Path Planning - Goshen (NY)

Vincent Raleigh I had a fantastic experience working with Jared. His expertise and personalized approach helped me navigate the complexities of investing. He was attentive, responsive, and ultimately guided me towards smart financial decisions. I highly recommend his services for anyone seeking knowledgeable and reliable investment advice!

Kristopher Jones Jonathan is a great accountant and financial expert! He also has an amazing team around him. I highly recommend this company for anybody who is seeking a knowledgeable team of financial experts/accountants.

Roz Feinstein Anne Chernish is top notch financial adviser. I can only hope that her expanding business association will continue or even surpass her fine results!

Samantha Cross Does my taxes every year. Friendly staff and great service

R Etheridge Such a great group of people

Gregory Thornton I had Phil Provenzano help me several times with getting setup with a plan through N Y State of Health and he was very knowledgeable and helpful, trying to get help from NY State is frustrating and difficult but he made it easy and looked out for my best interest, I would recommend him to anyone, definitely the best place you could go for help, the best of the best !

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.