Lindsay Financial Services - Goshen (NY)

Linda Carreno I’ve been working with The DeMinno CPA Firm for years, and they consistently provide outstanding service. The team is knowledgeable, responsive, and always goes the extra mile to ensure my financial needs are met. They make complex tax and accounting matters easy to understand and are always proactive with solutions. Highly recommend them to anyone in need of reliable, expert financial advice!

Eula English Miguel is knowledgeable and very good at breaking down information in a way that is understandable. I trust his financial expertise to work on my behalf. I recommend to any who is interested in finding a financial advisor who will take your needs into consideration.

Todd VanAlstine Amazing employees who care about there customers and take great care of them and treat them like family! I highly recommend them!

Andrew Thomas My business hit a wall during the pandemic but thankfully I reached out to the Hindsight Financials team and now my business is on the right track. They really took good care of my business and even my personal situation.”

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

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.