Jackson Hewitt Tax Service - Catskill (NY)

Angry Boomer Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!

Ashley Wheeler DO NOT GET A CAR LOAN WITH ESL. THEY ARE THE WORSE. My suv almost paid off I been paying for late fee since 2021 they adding $132.00 extra to my loan for late fee when I was already paying off the late fees when I made my car payment I own. I have called ESL 3 times and speak to a manger and nothing. Do not get a car loan with them all I have to say. I have not had my SUV since September bc the timing chain went but I am still paying my payment and they do this its not ok...

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.

S Cohen Solid investment advice from my 20 years dealing with the firm, professional financial services and good local people with experience in the industry. If you want someone to answer your calls locally, accountable and professional, Merrill Lynch in Binghamton is well worth consideration in my experience.

Michael Knapp I became an advisor here because I believe in the Registered Investment Advisor (RIA) model. As a consumer, entrepreneur, and accountant, I would look for advisors that have a fiduciary responsibility with fee based compensation. Buffalo First offers that along with professionals of the highest integrity and professionalism. I have one reputation and am very particular about who I do business with. Buffalo First Wealth Management should be on your list of Financial professionals to call.