Legend Group Inc - Watertown (NY)

Nani Leen Well my experience had always being the best with CCSS THE BEST IN THE INDUSTRY. ALWAYS available to solve any issues. LOVE.

Dona Giglio Funny story: Sort of sad too, After my husband passed away in 2018 my ex husband of 20+ years past (who always scrutinized every penny earned and spent) recommended Michael McGovern and Modern Bookkeeping to me. I took his advice (the only time ever probably) Thanks to Modern Bookkeeping 5 years later I am retired and without worry. Michael has expert advice in all aspects of financial planning and he made me feel like part of the family. As I take stock and express gratitude it occurs to me that I should let the world know. If you want an honest, reliable and digitally savvy financial care provider give them a call! I am out of state and it never occured to me that I could post a review in another state, duh. Do it now, so you are in a better 2025 tax position!

Jake Biernacki The people at Fieldstone Wealth provide what I consider the best customer service I have ever experienced. I hold elite status amount Delta, United and Hilton and if I combined all three of their customer service offerings, they wouldn’t even come close to Fieldstone Wealth. Specifically, I need to dedicate this review to my advisor Holden Borrelli. Holden has gone above and beyond to support me in my financial goals and plans. He has even gone out of his way for me to assist in helping me resolve issues with 3rd parties. Holden and the outstanding group at Fieldstone Wealth have secured a client for life. I would recommend them to anyone.

David Meyerson This is a great company to work with. They are very knowledgeable and easy to work with. I highly recommend them.

IB Management My experience working with Jim Lam and Ryan Lo at Express Capital Financing has been excellent. Both of these guys understand teamwork and work very hard to reach the common goal of the client’s success. This company gets things done for clients, and truly goes above and beyond with great integrity and transparency. I look forward to helping more clients with Express Capital Financing.

Stephanie Vidal I’ve been a client for almost 10 years and each time had a great experience. Mr. Waters is extremely knowledgeable and is helpful with any questions I have at all times. I highly recommend using them for your tax needs!