Lomanto Provost Financial Advisors - Plattsburgh (NY)

Dee Eti I worked with Sixto in the past and was very pleased with investment that he set up on my behalf. The investment continues to grow to this day. Sixto is very professional, good communicator and detailed with explains everything to me.

Jim Mcgonigal Staff is very friendly, courteous and helpful.

Marie Rhodes Ive had the easiest process setting up retirement accounts with Joe. He goes above & beyond to help me understand things in an area I am not familiar. He has been timely, patient, and all I could ask for!

Oswego Expeditions Pathfinder bank allowed Oswego Expeditions to get to the next level of development, for this, I am forever grateful!

Ashley Edwards Jay is very helpful and knowledgeable about finances. My husband and I came in with a plan and perspective for something we were interested in pursuing and Jay gave us a new outlook and a better approach. We left feeling like we can accomplish our goals.

Renee Stene Peter’s service is always meticulous. And if we ever have questions, he is quick to get back to us. I highly recommend using Peter Hogan and his firm.

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.