ONeill Associates - Lockport (NY)

Kimberly Latko Working with Nicholle Overkamp and her team at Wilcox Financial has truly been life-changing. They’ve helped me triple my net worth and given me so much confidence when it comes to both my personal finances and my business. What I love most is that they go beyond financial planning — always bringing fresh growth ideas, challenging me to think bigger, and supporting me every step of the way. Their genuine care for their clients shines through in everything they do, combining expertise with heart. I feel so lucky to have Nicholle and her incredible team in my corner and would recommend Wilcox Financial to anyone who wants trusted partners in building their future.

CJ Amateur financial company that doesn’t care to respond to their clients/customers.

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.

Stephen Sullivan My wife and I have been working with Jared for about a year now. He’s done a fantastic job and I would highly recommend him to anyone that is wanting to start their financial journey. We immediately noticed Jared’s attention to detail and his willingness to listen to our specific needs and goals. We look forward to our continued partnership and sharing in our financial successes with Jared!