Peconic Asset Management Inc - Riverhead (NY)

Victoria Absolutely love how you are treated by the employees here

Roy Meadway As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.

Sean Barnwell Been going there for years. Excellent service.

Karin Scott Bowers & Co. were extremely helpful in our PPP application process. We are a small non-profit with limited in-house resources, and so appreciated this assistance very much. We always felt they were right on top of things, and were instrumental in our success in obtaining these funds. They also had excellent follow-up and responsiveness. In addition, they hosted informative webinars on developing guidance. We felt very fortunate to have a long-standing association with this respected CPA firm.

Matthew Liddiard Very personable, listens to your plans and gives you good advice to reach your goals. Excited to plan for the future with JT.