Merrill Lynch Financial Advisor Lisa Vedder - Poughkeepsie (NY)

Ronald S. Super friendly folks, low fees.

Mark DePerrior This firms tax expertise is fantastic. They are very meticulous in the prepartion and review of tax returns. The audits are excellent. The workpapers are very well regarded by the IRS and NY tax authorities.

Susan H Personable and very helpful. Thank you Tioga State Bank employees in Owego Branch !

Daniel Ramsey I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.

susan bullock Missy is wonderfull!

Andrew Fox Great bank I have a business banking and they are very helpful...

Baba Ganoosh Great credit union. Nice people. Good services, including their online bill pay app.