Hindsight Financials & Insurance Services, LLC. - Brooklyn (NY)

Jennifer Cordick I have been with UFirst 10 years now, the staff is always polite to me and very understanding in most cases. Leah Dubrey in particular has always been amazing!! Thanks sooooo much for your help with my recent big transaction, nothing like a patient person like Leah to help you out!

Cassie Krug Depena Gabriel is an exceptional financial advisor with over 20 years of experience. Hes a trusted mentor and a true expert in helping clients prepare for and navigate retirement. His dedication to his clients is inspiring.

Doug Most I’ve had an exceptional experience working with SKG Financial Group. Ben Soccodato is my advisor, but the entire team is outstanding! Every individual I’ve interfaced with is knowledgeable and responsive. SKG’s investment approach has consistently outperformed benchmarks without assuming an excessive amount of risk, achieving a perfect balance for my financial goals. One of the things that differentiates them from others is their willingness to evaluate my entire portfolio, including positions they don’t directly manage, and provide recommendations based on total invested capital. This "three bucket" approach to portfolio management is unique among the firms I’ve worked with or interviewed. It effectively reduces overall fees while maintaining a diversified strategy. It is one of the key elements to developing the trust that is so important with this type of relationship. I highly recommend SKG Financial Group to anyone seeking a trustworthy, results-driven financial partner.

P L My first time ever working with northwestern mutual I can say that I am very satisfied with my experience. Tony Laing was excellent, he was very knowledgeable and patient & helped me with my financial planning and budgeting. He made me feel very comfortable throughout the entire process. I would highly recommend Tony Laing.

Peter Ling Great place for financial advise

Becca Townsend My experience with Pratt Collard Buck has been nothing short of excellent. Colin Pratt is trustworthy, knowledgeable, and more than willing to both take the time communicating reasoning behind his investment plans as well as listen to and consider your feedback. I would highly recommend anyone who is looking for a financial advisor or professional guidance on their investments to schedule a phone call or meeting.