Janney Montgomery Scott - Albany (NY)

JennaRae Knight Rehan and Kathy of Helmedech and Young are very professional, understanding and kind. After a move and businesses in two states and a lot of confusion on my part, they guided me through the process with understanding and professionalism. I am grateful that I decided to work with them, and will continue to do so in the future.

Theodore Karabetsos Nice customer service and kind employees

Hope Bronsky Blue Water has been managing my 401k plan for the past year. Thus far, they have been an absolute joy to work with! They are extremely knowledgable and they are always quick to answer any questions I may have. I appreciate their educational suggestions when it comes to building my portfolio!

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

Michael Liverani Have worked with Brian Ginty and have been delighted with his expertise, his great attitude and sense of humor. He always leaves you feeling that he ‘has your back’ in all financial matters.

Kristin Young I cant say enough good things about Paul Deagle. He is attentive to detail and very knowledgable in the finance world. Paul goes above and beyond to provide personal service and communication with you to help you with all your financial needs.