PlanMember Securities Corporation - Schenectady (NY)

Daniel Ramsey I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.

Xavier Xplains it All Nothing but great experiences with the team at Godfrey! Thank you for the amazing help and for being great people!

EMME For two decades, Im happy to share a positive customer review of Prato Capital Management. Greg and his hard working and knowledgeable team of financial advisors have a proprietary system that has successfully supported my account over the years and continues to do so despite the turbulent times we continue to face. I only have good things to report here and highly recommend this Financial Advisory group.