Nicole Edwards- Rhinebeck Bank Residential Lending - Goshen (NY)

Abiregy Ankrah .I have been with intensive financial service lnc for over 8 years now and I can testify to their professionalism and hard work. The company takes great care of their clients by helping client reduce their tax liability and help client with tax problems with out charging for every work provided. The company is very well knowledgeable and proactive on new tax law and since I have been with this company l have never been picked for audit by the irs or the NYS tax department. They provide great tax refunds.They responded to question and email on a timely manner and their price are very reasonable and price are fully disclosed at the entrance of the office. I will alway recommend anyone looking for a great tax accountant in NYC to contact this company. I am very happy with their services.

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.

Arsel Kalu I was assisted very carefully and well. Chris did an amazing job handling and solving my issues. Give this man a raise:)

Kelli James Delise was absolutely amazing! She made the entire life insurance process so smooth and stress-free. She took the time to explain everything in a way that was easy to understand, and made sure I was fully set up with the right coverage. Her professionalism, patience, and knowledge really stood out. I highly recommend working with Delise!

Deborah Dole Best bank ever. I never have to look any farther when it comes to my banking, questions, or other financial needs. Every one of my needs is handled seamlessly. Plus, we all get that home town feel from every employee which makes it all the nicer to bank here.