Morgia Wealth Management - Watertown (NY)

Christian Martinez The Icono team is the best! My experience with them over the past few years has been invaluable. Their guidance has always been thoughtful, reliable, and focused on all of my financial goals. I’m grateful for the partnership and highly recommend their services to anyone looking for an experienced and trusted financial planning and wealth management team.

Amanda Malley Best Google search I have ever found! Jim and his team did an exceptional job with helping me after my mom passed away with all of financial records made things very easy and a smooth transition. Everyone in the office is very helpful and very trustworthy if you have a question or concern they are very willing to help solve your problem in an instant. I highly recommend to stop by their office or give them a call you wont be disappointed

Eric Wild Nice office building

Hope Bronsky Blue Water has been managing my 401k plan for the past year. Thus far, they have been an absolute joy to work with! They are extremely knowledgable and they are always quick to answer any questions I may have. I appreciate their educational suggestions when it comes to building my portfolio!

Syan Washington Ms. Mendoza was super polite and genuine! She was also very patient with me as she explained my policy. If you are looking for someone that can service you quick and efficiently, she is your person. Thank you again Ms. Mendoza!

Carmen Bonne-Annee This has been my bank since they opened in Lake Katrine in 2009. I have needed their services multiple times from making a simple deposit or withdrawal to getting information on CDs and other loans. I have never been disappointed with the branch. Their dedication and professionalism has been their standards. Thank you for coming to our community and changing how banking is done! :)

Sophia Kapunan Amazing