Integrative Wealth LLC ~ Connecting Values to Finance - Hudson (NY)

Robin Miller Top notch! Highly professional, comprehensive, and knowledgeable!

Karen Frye Jordan is the best. Very knowledgeable and definitely knows the Tax business for sure. Very satisfied clients.

Jeffrey Zink A young teller helped me so much when there was fraudulent activity on my debit card, I believe her name was Melissa

Jennifer Safian I am a divorce mediator and some of my clients have needed help with their finances. Valerie Adelman takes her clients needs at heart in addition to being the best professional you would want to have helping you with your finances. I highly recommend her services.

Daniel Bailey Branch of KeyBank? Bank of Greene County? Other?

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.

Lucasj1098 TheGamer We had a very great experience with Margaret. She was very courteous and polite and extremely knowledgeable about our taxes. Highly recommend seeing her in the Monticello Walmart location.