Northwestern Mutual : John E Jacobs - Hudson (NY)

Dawn Sherry Tabolt Weve had the pleasure of working with SFB & Company for about 8 years now for both personal and business financial management as well as bookkeeping. Stacey and her team have become an absolute asset and invaluable resource to us.

Perk Perkins Had a Awesome experience with a Equitable advisor. She took control & gave me all the help I was looking for!!!!

James Pate This is a warm and welcoming congregation that embraces everyone, no matter who you are. Much like the Equal Protection Clause of the Fourteenth Amendment, the UU faith is grounded in the principle of inclusion, welcoming individuals of all races, genders, ethnicities, abilities, national origins, religions, and sexual orientations. It is a community built on love and acceptance, where we uplift and support one another in our shared journey to live meaningful lives and contribute to creating a better world.

Tom Giunta Tim is a very smart and competant Investment Advisor who deeply cares about the people he serves. He has a passion for educating his clients to help them make the best financial decisions for their financial future. I highly recommend him for anyone who needs a financial needs analysis of their finances for proper planning and positioning of their goals and objectives.

Anthony DeMiglio Both Jeremy and Barrett are amazing to work with , the depth of knowledge and personal attention to my specific financial needs are incredible. Ive work with many firms over the years and can say without reservation they are the best , hands down.