Independent Financial Services - Kingston (NY)

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.

Brenda Haase Steve is knowledgeable and honest about financial issues. He shows concern for individual circumstances and offers valued advice. My husband and I are totally satisfied with his service and dont hesitate to recommend him as a financial advisor. Thanks Steve!!

ruth paschen close to my home can walk there and I know most of the employees. They are friendly.

DFNY51 Staff at the Monticello branch are great. Attentive to all customer needs. Jessica, Emalee, Simon are the best. Its a pleasure to deal with everyone.

Janelle Larsen Tax preparer was accurate. Leslie was nice, quick and thorough and explained me my tax situation each step of the way so I know what was happening and the reason behind it. She also gave great advice for next years taxes. I highly recommend Leslie for a tax preparer.

Dylan Stark Called to ask a simple question on if they can provide me a service and was hung up on.

Scott A I wouldnt trust these people with my lunch money

Jillian Kulas Geoff took the time to explain everything and is so patient with me !!