Nicotera Wealth Management - Ballston Lake (NY)

5 /5 M S: I have been working with Nicotera Wealth for about 10 years and have always been happy with our meetings, recommended strategies, and results. Leo is very responsive and has a common sense approach. He also has the ability to explain complex market aspects in a manner that is easy to understand, which makes meetings very comfortable. I have recommended Nicotera Wealth Management to friends and family and will continue to do so.

5 /5 Debby: I interviewed eight financial planners before choosing Leo, and what a great decision I made! Over the twelve years since then, Leo has not only shepherded my assets with great professionalism and skill, he has generously offered his time to assist me as I faced very complex and difficult life and financial situations such as illness and retirement. So much more than a great financial planner, I consider him my extremely wise, patient friend and advisor, and recommend him to all my friends.

5 /5 Stacey Horwitz: I have been working with Leo and his company for over 10 years now. He always has my best interest in mind. Changing jobs and whatever is throwing at me I know he will find the best way for my investments. Not only is he very knowledgeable he is funny, kind and really cares about his clients. I always recommend Nicotera Wealth when someone is looking for a financial planner. He doesnt play games and is very straightforward, which is hard to find nowadays. You cant go wrong with Nicotera Wealth!

5 /5 Susan Williams: Leo Nicotera has been my financial planner for almost 30 years. He has done well for me. All of these years he has taken into consideration my present and my future and the future of my son, which is most important to me. I truly cannot imagine trusting anyone but Leo with my life savings. Thank you Leo!

5 /5 S S: Weve been with Leo since before he started his own company. Leo has made excellent investment recommendations as our goals, life status (marriage, kids, retirement, estate planning, college funding), income levels, and the economy change. Conversations around these topics occur regularly and are initiated by Leo. He is able to explain anything I ask at the appropriate level and does so with patience and humor. Leo is really like family, but is always professional. He is very easy to reach on the phone or email and his staff is equally as warm and professional. We have recommended Leo to many friends and family without hesitation.