Northwestern Mutual - New Hartford (NY)

Amy Smith I highly recommend Leann. She is an extremely hard working, trustworthy and knowledgeable person. I feel completely at ease knowing she is my financial planner.

Tammy Bowman Excellent accounting services. Beware of country living. Country living is separate from fce. Don’t bother with county living, it’s just a big run around, waste of time, no information or guidance from them. FCE has nice receptionists but if you want a loan be prepared to wait a long time. They’re all “on the phone “ and will “call you back “. I have yet to get a call back. Who do these people do business with? Like how do you become a customer of them???

Jack R Experience and friendly service

Matthew Bobal Ive been working with Jake Katz for a while now and he is an awesome resource when it comes to financial literacy, planning, and retirement. Jake seems to remember everything we discussed previously, is up to date on new laws and regulations so much so that he actually helped my accountant find more savings, and is knowledgeable about the market and current events. Best part is Jake listens to what I say and want, and helps guide me to the best solutions rather than pushing me into a cookie cutter option. I highly recommend calling Jake and youll also feel comfortable having him manage your hard earned money and future.

thomas christensen Phil , is a great guy , very friendly and knowledgeable, I highly recommend him for all your financial needs.

Erica Carey Absolutely great! Such a family environment and there to answer any questions I have! You cannot find a better group to work with than Joe, Lisa and Ryan! Big shout-out to their amazing and friendly staff as well!