Morgan Stanley Financial Advisors - Latham (NY)

Stacey Lee Ken, Gina and there team are all so professional and knowledgeable. They take their time with you and explain everything and make sure that you are always getting the best outcome for your tax preparation. They have been doing our taxes for several years now and we will continue to work with them in the future.

Kristin Young I cant say enough good things about Paul Deagle. He is attentive to detail and very knowledgable in the finance world. Paul goes above and beyond to provide personal service and communication with you to help you with all your financial needs.

john schmitt When speaking with Lou or Oliver they are informative and friendly and really care about doing the best for me.

C B Very good and in formative.

Xavier Xplains it All Nothing but great experiences with the team at Godfrey! Thank you for the amazing help and for being great people!

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.