Lincoln Investment Planning - Kingston (NY)

Dr. Bruce Kesten Alan Winter of Forest Hills Financial is a warm compassionate person who is sensitive to your financial situation and customizes your financial plan to your needs. Very professional, recommend him highly!

Fred Cazer It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

Lana Hower Very knowledgeable and friendly. Erik explains everything clearly. I really enjoy the personalized service. It’s good to talk to an actual person and the same person each time to get consistent and comprehensive service.

Richard Smith I had a few issues with my home and auto company. Stephanie was there and corrected the problems and continue to do so. She has been great. Great agency. So glad we have such a dedicated source for our insurance needs locally