John W Halloran CPA PC - Mineola (NY)

Laura Fowler Paul Delisio is a wonderful agent who becomes a trusted friend. Both he and his assistant, Heather are professionals who are knowledgeable and experienced in their field. They are also both kind, caring and compassionate. Great company and great people.

Patrick Donnelly My wife and I cannot say enough great things about Gary Anastasio. The most important thing is that Gary always gets back to you if you have a question. He is a very intelligent person who knows the Financial Business very well. If you’re looking for a Financial Professional, give Gary a call. You won’t be sorry you did.

Pat McLoughlin I have been searching for insurance for my grand daughter for the past 3 days and any and all problems of which there was several have been quickly, accurately, professionally and completely resolved to my satisfaction by Agent Debi Guerrieri . I have never worked with such a responsible and friendly agent for insurance that I can remember. It was a pleasure all around. Thanks again Debi.

Aries H They have been doing my taxes for the last 3 years and I have never had a single issue with any of their services. They have always been upfront, friendly, and especially respectful with me and anyone I have referred to them. The staff is always so nice when I go there. Ill be a customer for as long as they are in business!

Oswego Expeditions I love my credit union! Friendly, helpful, trustworthy staff!

Douglas Hillman Great People, They really care about their clients

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.