Keystone Financial Advisors - White Plains (NY)

Rebecca Odoardi We had an outstanding experience working with Joel Bartlettte at Launch Financial. From start to finish, Joel made the entire loan process smooth, and incredibly efficient. He was always available to answer questions, kept us informed every step of the way, and took the time to explain everything clearly. It’s rare to find someone so professional, knowledgeable, and genuinely committed to helping clients succeed.

Maria Chimbo I visited the office today, and they helped me with all the paperwork. The person who helped me was friendly and very patient. My experience with the service was excellent, 10/10. Highly recommended.

Crystal Ozuna One thing I don’t like feeling is lost, or confused. But filing with Jackson Hewitt where they know exactly what they’re doing. It makes it so easy for me and it’s never a long process. It only takes a few minutes and it’s all done.

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Gina Russo We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”