Griffin Financial Services - Delmar (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.

Dj Dsakato I had a good experience. They work really fast and treat with respect specially the teller msr. I go there weekly to cash my check.

Jason My wife and I have gone to Sarah Lindsell for the last few years, for both personal and business filings. I cannot express the amount of gratitude for her communication and customer service. If you want taxes done right, and questions answers honestly and correctly, hire her as your CPA.

Lyn Bauer Throughout the past decade, Dave has continued to make my money grow, through the ups and downs of the markets and our economy. Solid sense over time makes for the BEST of the best financial advisors. That’s why Dave ranks as one of the best financial advisors in the nation! Bravo to Seven Bridges Wealth Advisors and his incredible staff!