R C Accounting & Tax Services. - Auburn (NY)

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

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.

Zone Management : )

Shauna McIntyre If I could leave negative stars, I would! This company is the worst. And God forbid you ask to speak to a supervisor. They will NEVER answer in call. And the 72 hours to call you back is a joke! They will document your account that they attempted but wont actually call you. This company just wants your money but wont provide you with customer service. They will continue to schedule withdrawals from your bank thousands after accounts and fees have been paid. I dont trust that they wont try to steal that extra money. You will be better off negotiating your own balances and payments with the companies you owe and actually be able to save money in the long run. The fees you pay this company end up costing you just as much as the financial balances you submit. Save your money time and respect because this company does not care about their clients, just the money that can steal from them. Global holdings will sift money from your account without documentation of what its for, beware, and watch your funds!

Primo Sabotic I want to express my gratitude to Cornerstone Capital for the outstanding service they provided during my loan process. Especially, Sean and Cristina are highly skilled in what they do. Their professionalism and attention to detail were commendable. Thank you so much for your help and hoping to work with you in the future.

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

Ron Vargo Friendly and knowledgeable staff. Do a great job managing client finances for long and short term goals. Awesome team!