Merrill Lynch Financial Advisor Kenneth Beesmer - Kingston (NY)

Roberto Capriotti A very intuitive system that is all there for you! The staff is super friendly and knowledgable. Ive never been let down by Greenslate! Go for greenslate!

Amanda Pawlak Always professional, prompt, and accurate!

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.

Liz Hitt An experienced team of professionals that care deeply for their clients.

John Cerzeto I did a search for Levine to obtain the phone # (Im so bad with remembering #s, old age I guess) & came upon this review in which I felt compelled to insert a posting of my own. So what is the old saying? Another mans "junk" is another mans "treasure?" Its all in the eyes of the beholder. My experiences with David Levine & ALL of their staff "past" & "present" has been nothing short of "amazing". I am a successful business man who does not understand an iota of tax filings, etc. Many years ago, I was introduced to David Levine & Company and I have to say, that not only did they encircle me with their expertise but also alleviated many issues I had in which other accounting firms were unable to resolve. AND, I have saved thousands of dollars over the years in taxes! I would entrust this firm with my sons comic book collection (that someday I am sure will be worth $$ and will be in need of trustworthy & competent accountants). Whats the old saying? "you get what you pay for"

April Potter Cassie was pleasant, polite, and efficient. She made the process stress free!