Lindsay Financial Services - Goshen (NY)

Bonnie jenkins The workers are the best ! Very friendly, and always will help you with a problem .

Philip Fardig I am very satisfied with the honest Integrity, Knowledge and Friendly Personality, easy to work and relate too, I am confident and at peace knowing my familys financial planning is completely covered for the next chapter in life.

Mike UPDATE: My sincere apologies about the review below I wrote a month ago. It was not your bank that cashed the check, it was a Chase Bank that cashed the check on our NBT account. I will leave this posted for awhile and then rewrite it in the positive, my apologies again. You really need to train your tellers not to cash a $2400.00 check with no name/business on the check! And then want to charge $35.00 a month to do what you could not do in the first place, protect our account! Armatures?

Kimberly Latko Working with Nicholle Overkamp and her team at Wilcox Financial has truly been life-changing. They’ve helped me triple my net worth and given me so much confidence when it comes to both my personal finances and my business. What I love most is that they go beyond financial planning — always bringing fresh growth ideas, challenging me to think bigger, and supporting me every step of the way. Their genuine care for their clients shines through in everything they do, combining expertise with heart. I feel so lucky to have Nicholle and her incredible team in my corner and would recommend Wilcox Financial to anyone who wants trusted partners in building their future.

Carlotta Holden Absolutely the best experience. Due to covid it was a different experience but very efficient and safe. Love Amy.