What Clients Are Saying Marathon Financial Advisors (GG)
5 /5 Jim Brule: A truly robust and knowledgeable practice. They are very responsive to concerns, proactive in their approach, and calm in their strategies. Highly recommended!
5 /5 Frederick: They have handled our investments for many years. The Staff is
GREAT to deal with as is Marianne. It is a wonderful group with which to have a relationship.
5 /5 Freida Jacques: I find the staff at Marathon Financial to be all you would expect from a successful investment service. They are especially attentive to my interests.
Karl Heck I had an excellent experience with Veronica and her firm. I had an extremely high-conflict divorce, and likely wouldnt have gotten through it without their work. Veronica is an advocate that can remain objective and advise her client appropriately even when she knows it isnt what you want to hear. I ended the case in a better place, which is all I can ask for.
Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.
Suzanne Burnett Close on a loan today. Extremely grateful to Lori T at the Canastota NY Community Bank. Although she was clearly super busy she had unwavering patience and I felt like her only client. Took all of my calls immediately answered all my questions and was just all around wonderful to deal with. This is why I try to bank local.