Hupkes Financial Services - Gloversville (NY)

Lynn Mcdonough Professional Friendly and very knowledgeable Team members make for a stress free ongoing experience!

Liam Spinrad Have had an amazing experience with Wise financial so far! They have helped me a lot with planning into retirement. I worked with Kyle. Very friendly, willing to answer questions and look into anything you need help with!

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.

Robert Lombardo Could not ask for more. The team at Ironpath Financial are awesome. They have performed better than I ever expected. Rick is my personal financial advisor. He knows exactly what I want and expect. I can call him at any time and he will answer or get back to me basically immediately. Giving anyone your life savings is a mindfuck. After many interviews with many advisers I felt Rick and his team were my best choice. That was the best financial decision of my life. Theyre not your typical plug and play type of finance company. He has set me up for life and I feel extremely confident that I will be able to achieve All of my wants and needs in retirement. Thank You Rick, Thank you Denise, Val and Faith, Bob Lombardo

Nicholas Romo Michael Britt had always taken care of me since I started with M & T back in 2017. He is an asset to the bank and I am thankful for his dedication.