LTC Financial Partners - Poughkeepsie (NY)

Emmanuel This is the most breathtaking experience I’ve been through. This is life changing. Legacy Planning solutions, teaches a wealth of knowledge on taxes, Finances and learning about financial management, which is not taught in school. I recommend this place to everyone who wants to change their lives drastically, and tremendously.

Unger Kat (Kat) I switched to key bank from national bank of Coxsackie because my card kept getting frozen for normal transactions. Ever since I switched to KeyBank, it’s been easy. I had to replace my card once due to losing it, and I got it quickly replaced. The staff in Catskill and both Hudson locations are super friendly and helpful. The Catskill branch is where I initially opened my accounts and I have been satisfied using them since. All the fees are fair and they make it easy to have a joint checking and savings and also offer credit card options and loans.

robert delaney Shaun is extremely knowledgeable on all aspects of tax preparation. I felt he helped me get every last penny due to me !!!! Highly recommend !!!!!

jack zito My wife and I have been clients of Randy’s for many years. He has helped us achieve financial success which brought us to a wonderful retirement. He is responsive every time I call, email or text him. His advice is always spot on. I tend to get over anxious when the market is volatile and Randy is expert at talking me off the ledge. I highly recommend him for your financial investment needs.

Alicia Saunders Anand Financial delivers the best service in Queens. His staff is professional, fast and efficient. Covid guidelines are strictly followed and the girl in front is on top of it ! She will tell you like it is, as she should. (We are still in a pandemic and tax season is in full effect, so cool ya self.) Anand is a pleasant man and is extremely knowledgeable. Even though I had some screw ups on my taxes from payroll, Anand made me feel very comfortable by explaining and breaking down the issues. See you again in 2022 !

Mark Friden Mr. McBride is very professional, while also being friendly and approachable. He always explains things in a very understandable way.