Hudson Financial Associates - Armonk (NY)

Leo OConnor I may be a bit biased

Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Felicity Tiberi I came in to get a typed direct deposit form and everyone was very helpful- especially Haley. She was extremely kind and walked me through everything to get what I needed and upgrade my account. I am very satisfied and I would recommend her to anyone needing assistance with KeyBank. Thank you Haley, your help was much appreciated!

Jeff Stavitsky My wife, Pamela, has been a client of Neils for almost 15 years now. Neil is extremely knowledgeable, helpful, accessible, patient and his rates are very fair for all of the work that he does! I am so impressed by Neil that I will be switching away from a large, high profile accounting firm to Neil this coming year. My wife and I highly recommend Neil G. Carousso, CPA,CFP for all of your accounting needs-

Cheryl Richardson Gray & Gray has handled our business accounting, payroll, and income taxes for the past 4 years. They are very responsive to our needs and clearly explain all accounting documents and figures. Dawn in Payroll is a pleasure to work with. She is always patient and accurate with our payroll!