Prime Financial Services Inc - Poughkeepsie (NY)

Regina Hadley P & M accounting has restructured the its Office with personnel having professional tax processing knowledge & experience. We were pleasantly greeted upon entry and our wait time was within reason. As always, we are thankful for their dedicated service to their clients.

Matt&Christina Cushman Glad to have Stearns and Cleek, CPA compile and submit by taxes for a number of years. Great people and always helpful!

Ashley Edwards Jay is very helpful and knowledgeable about finances. My husband and I came in with a plan and perspective for something we were interested in pursuing and Jay gave us a new outlook and a better approach. We left feeling like we can accomplish our goals.

Caroline Luther My husband and I have had an excellent experience with First Command. Since we first met with Karyn, we have taken steps toward our financial goals and feel more confident in our financial decisions. Karyn is organized and patient with our questions. We trust her and First Command with financial advising services.

sandy tzul Responsible company and very friendly staff, especially Mr. Alan.

America Stores-It LLC We cannot say enough good things about Syracuse Wealth Management and their incredible team. From day one, they’ve gone out of their way to build a personal relationship with us and truly understand our financial needs. They are always there to answer any question, big or small. Ashley is an absolute pleasure to work with—she brings great insight, makes everything easy to understand, and always has our best interests in mind. Gary takes such a clever, straightforward approach to our investments, and we really value his honesty and strategy. And Ron, the tax guy—fantastic! He makes what could be stressful simple and seamless. The staff here are more than just financial advisors—they’re trusted partners who make us feel confident about our future. Highly recommend! Emma, Kurt and Team at America Stores It

Mike Cassidy Courtney is awesome! She made the entire home buying experience really easy for us. She provided realtor and loan services which made everything go smooth, considering ive heard stories in the past about how stressful the process can be. Although it was a huge decision in our lives, Courtney made it feel almost stress free. She was very professional with the process, and always followed up on her emails and questions very quickly. When we met with her, she broke down the entire process for us multiple times because we still had so many questions. She was thorough, yet patient. If you want great customer service, honesty and a speedy transaction, Courtney is the person to see!

Tom Baglio Every