Hunter Financial Advisors, Inc. - Tarrytown (NY)

Andrew Thomas My business hit a wall during the pandemic but thankfully I reached out to the Hindsight Financials team and now my business is on the right track. They really took good care of my business and even my personal situation.”

Joe Garone The staff are especially courteous and polite and can assist you with all your banking needs.

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.

George Bakes I’ve had the pleasure of working with Zachary Norman at Hudson Peak Wealth Advisors, and I can confidently say he’s one of the best financial advisors I’ve ever encountered. From our very first meeting, Zach was attentive, genuinely interested in my goals, and thoughtfully asked questions to fully understand my personal situation. He crafted a custom financial strategy that not only aligns with my short- and long-term objectives but is also adaptable as life circumstances change. Throughout our collaboration, Zach has been proactive, responsive, and incredibly transparent—he always takes the time to explain complex financial concepts in clear, down-to-earth language. His professionalism, integrity, and dedication to fiduciary duty shine through in every interaction. Whether I’m checking in for routine portfolio reviews or recalibrating after a major life milestone, Zach has made the entire experience seamless and comforting. His expert guidance has strengthened my confidence in my financial future, and I wholeheartedly recommend him to anyone seeking a trustworthy and knowledgeable advisor.

Abiregy Ankrah .I have been with intensive financial service lnc for over 8 years now and I can testify to their professionalism and hard work. The company takes great care of their clients by helping client reduce their tax liability and help client with tax problems with out charging for every work provided. The company is very well knowledgeable and proactive on new tax law and since I have been with this company l have never been picked for audit by the irs or the NYS tax department. They provide great tax refunds.They responded to question and email on a timely manner and their price are very reasonable and price are fully disclosed at the entrance of the office. I will alway recommend anyone looking for a great tax accountant in NYC to contact this company. I am very happy with their services.

michael rodbourn Unfortunately as a long time customer of Steuben Trust being forced to now become a customer of Community due to a buyout hopefully they are as friendly and treat me with friendly atmosphere as Steuben trust staff did be nice if the branch was open on Saturday at least till noon!

Bill Doran Friendly and helpful staff. Rarely any waiting to be served. Convenient location and hours.