Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC - White Plains (NY)

Damon Trifeletti I’ve been a client of Lou for over 30 years, and in that time, he’s become much more than just my personal accountant—he’s been a trusted guide through every financial chapter of my life. Lou has helped me navigate everything from personal taxes to business filings and even provided valuable insight and direction on financial investments. His integrity, professionalism, and deep knowledge of the ever-changing tax and financial landscape are second to none. He’s always responsive, thorough, and genuinely cares about his clients’ success. Over the years, I’ve recommended Lou to countless friends, family members, and colleagues, and every single one of them has had the same experience—top-tier service and total satisfaction. If you’re looking for someone dependable, smart, and experienced who treats your finances like his own, Lou is the accountant you want in your corner. Simply the best.

BRIAN ROSS Very professional!

Bryan Macarthur Great rates on all my loans truck and motorcycles. Cortney Parker in the Elmira branch is a darling to deal with very helpful.

C B Very good and in formative.

Karen Romano Unprofessional. Terminated insurance without notifying me. My employer switched companies and he dropped all the employees coverage without notifying my employer nor did he notify any of the employees directly about this. Would not recommend him to anyone. Poor communication

Daniel Ardizzone Absolutely worst bank in Oswego!!’ Definitely closing all my accounts there !!

Harold Sokol Excellent service. Great people.

Rhonda Kilmer Excellent customer service,very knowledgeable of knowing there job and how to point me in the right direction. There on line banking is helpful and friendly. I highly recommend them

Brenda Adams They are grear

George Bakes I’ve had the pleasure of working with Zachary Norman at Hudson Peak Wealth Advisors, and I can confidently say he’s one of the best financial advisors I’ve ever encountered. From our very first meeting, Zach was attentive, genuinely interested in my goals, and thoughtfully asked questions to fully understand my personal situation. He crafted a custom financial strategy that not only aligns with my short- and long-term objectives but is also adaptable as life circumstances change. Throughout our collaboration, Zach has been proactive, responsive, and incredibly transparent—he always takes the time to explain complex financial concepts in clear, down-to-earth language. His professionalism, integrity, and dedication to fiduciary duty shine through in every interaction. Whether I’m checking in for routine portfolio reviews or recalibrating after a major life milestone, Zach has made the entire experience seamless and comforting. His expert guidance has strengthened my confidence in my financial future, and I wholeheartedly recommend him to anyone seeking a trustworthy and knowledgeable advisor.