Keywords: Financial ithaca wealth management ny

Ithaca Wealth Management - Ithaca (NY)

Address: 🏡 104 Grandview Pl, Ithaca, NY 14850, USA

Website: http://www.ithacawealth.com

Phone : +1 (607) 882-1434

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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ0V1vUr2B0IkRPkCGkbM-jKE

find place the Ithaca Wealth Management?
104 Grandview Pl, Ithaca, NY 14850
find phone number Ithaca Wealth Management 📱?
(607) 882-1434
What Clients Are Saying Ithaca Wealth Management (GG)

5 /5 Sara Pines: Matt is wonderful to work with. He is patient, respectful, attentive, and kind. Easy to reach and responsive t my many questions. I am old and cant keep up with the research needed to manage my 60 year old portfolio. Matt has helped sell what was no longer profitable, especially foreign stock. He has me develop a portfolio appropriate for my age and financial needs. I feel more calm financially since he i doing the work I can no longer do.

5 /5 russell mcguire: Matt and Ithaca Wealth Management are excellent partners to have on your personal finance journey. Matt has great experience and knowledge in all areas of wealth management plus the tools and modeling capabilities to develop strategies personalize to your specific needs. With Matt and ithaca you feel like a valued client and not just another account. He takes the time to really listen so that he understands what your goals and dreams are for the money you have worked so hard to earn. He then helps you to set a course to that path to achieve them. If you are looking for a trusted and knowledgeable advisor with a long term orientation to help you achieve your individual financial goals - Matt and Ithaca Wealth Management would be a great resource.

5 /5 David Maine: Ive been working with Ithaca Wealth Management years now and have nothing but an excellent experience. Matt has always been very available to schedule one on one calls with me whenever I ask. His insights are always data driven, and has offered me amazing advice throughout many different scenarios. From calculating my long term investment plan and helping me establish realistic goals, to talking me off the ledge of investing into Bitcoin at the wrong moment, to advising me to sell my Tesla at the near peak price...Matt has been a wealth of knowledge and has set me up on a financial trajectory that I would have never thought possible without his wisdom.

5 /5 Brian Christensen: IWM was great to work with. Matt took the time to listen to me and understand my life and priorities and was able to create a personalized plan.

5 /5 David Brown: Ive had a great experience working with Matt over the past two years. He is responsive in answering my questions, takes time to connect with me outside of regular business hours due to my busy schedule, and offers a very fair price when compared to other financial advisors I was initially considering. I thoroughly enjoy his regular updates on my investment portfolio and feel like I have a firmer grasp on my finances and retirement outlook. Highly recommend!

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