Marshall & Sterling Wealth Advisors - Poughkeepsie (NY)

kay horvat Saadi made the whole process of setting up my LLC so easy and quick and stress-free. He handled all the legal work quickly and explained everything in a way that I could understand. I felt supported the entire time and Im so grateful for his professionalism and kindness. Highly recommend.

Emily Martin Been banking here for 20+ years...sometimes super busy...but thats because its a great place to bank...line moves quickly for the most part!

Colt P Quick and friendly service!

Glenn Sarsale Abel has been an exceptional financial advisor for our family. He helped us streamline our finances and set realistic, achievable goals that perfectly align with our long-term plans. From saving for our sons college education to ensuring we’re properly protected and planning for our retirement, Abel covered all aspects of our financial future. He takes the time to explain things clearly, offers personalized advice, and makes sure we feel confident in the decisions we’re making. We highly recommend Abel for anyone looking to secure their financial future!

Rebeca D. Caceres Ms. Bailey is a great example of a proper public servant. I am always grateful for her dedication and her assistance. I also wanted to mention the employees that answer the phone and serve as receptionist. You deserve capes! True CLIENT service experts.

Mary Sofia Priem Financial Group has always been easy to work with and has provided us with very sound financial planning for many years. I always recommend them to family and friends.

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.