Knack, Pavloff & Company, LLP. - Monticello (NY)

Oliver Halloran I’ve been going to Travis for my Taxes for couple of years now! I’ve never had an issue, and he has gone above and beyond to help answer my questions. ☺️ This year he assisted my husband & I with filing our taxes! It was a breeze like always. I highly recommend using Gagnon & Associates, CPA’s!

Ron Dolbear George has been my Financial Advisor for 20+ years and I couldnt ask for a nicer more informed person to work with. He and his partner Ron take the time to make sure I understand the information they are presenting and are not pushy. I would recommend this firm completely.

Tom Gehrig Met with Andrew today to set up a Simple IRA for my company. He is extremely knowledgeable and went through all the options.

Michael Carbone Jon at 360 has been successfully managing my investments for over 15 years. He is knowledgeable, trustworthy, and has delivered strong returns year after year. After having sub-par results with other firms who never reach out, I chose this business because of their honesty, experience, and high level of customer service. I highly recommend Jon and ThreeSixty WFM.

Sam E Let’s start with, could not be happier doing business with Rob& Jenn at Turning Point. Since rolling over my 401K to Rob after losing my job , the returns have been just unbelievable. If you ever need any advice or guidance, they respond in such an unbelievable time frame. The online mobile app is very easy to use and you’re able to watch your money grow. What a great team to work with. My only regret is that I didn’t find them sooner -Sam