Haven Financial Planning - Williamsville (NY)

Maureen Barnard I’ve tried to call several times, you state your hours are from 8:30 to 5… but no one picks up, the recording repeats itself over and over and over. My financial advisor told me he called and left a message and no one called him back. Your message center says leave a message, but your message center says, you cannot leave a message, it’s full. This is very annoying. Someone should be checking and correcting your phone message.

Jonah Minkoff-Zern We worked with Joe for a few years. While he was patient working through various issues with us, it felt that he didnt have time to help in the end. Last year he made a mistake filing our taxes - which is OK - mistakes happen - but instead of taking the time to fix it or look into it, he put it back on me to try to figure it out when I received the notification from the State. It took a lot of time and effort for me to figure out what had happened (as Im not an accountant) and when he finally took the time to look and realized that he had made a not insignificant mistake - a mistake that led to us planing financially for a return that was much higher than our actual return; he didnt offer an apology - let alone a discount off a rate that somehow had increased by 50% from the previous year without warning (I found out when I received an invoice). Im sure for other accounts he could do better - for people with more knowledge of the tax system, etc. as I do think he is knowledgeable. It definitely was not a good experience for us in the end.

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.

Kimberly Reyes It is always a pleasure to visit the Bank of Greene County, Main St Catskill Branch. The employees are very friendly and helpful. Happy to bank with a local community bank.

Noah Armstrong nice bank

Robin Beach Rebecca was so friendly and helpful while she was helping me. She explained everything and answered all of my questions! Such a breath of fresh air and she really made my day!

Stephanie Vidal I’ve been a client for almost 10 years and each time had a great experience. Mr. Waters is extremely knowledgeable and is helpful with any questions I have at all times. I highly recommend using them for your tax needs!

Michael jones Jame Tops permanently closed price Chopper opening