Nelson Financial Group - Thomas J Nelson & Associates - New Hartford (NY)

Susan Smith When I moved my investments to another company boy did I get catch hell from Dave. Not good, would never go back!

Karen Benavides Truly what it is a scam! Especially the one in Clinton NY.

Becca Smith Greg is awesome to work with. He gets to know his customer and their financial needs. He is very helpful. When you have questions or need assistance, Greg is very responsive. If you are looking for a financial Advisor , I highly recommend Greg Boshart and team.

Matt&Christina Cushman Glad to have Stearns and Cleek, CPA compile and submit by taxes for a number of years. Great people and always helpful!