red oak financial management - Norwich (NY)

Michael Beyser Efficient, straightforward. Peter came thru when my previous car went down, got me on the road in a heartbeat. No nonsense. Highly Recommend.

Emmanuel This is the most breathtaking experience I’ve been through. This is life changing. Legacy Planning solutions, teaches a wealth of knowledge on taxes, Finances and learning about financial management, which is not taught in school. I recommend this place to everyone who wants to change their lives drastically, and tremendously.

Gris Arriaga Terrible service yesterday May 14/2021 I went to buy some allergy medicine and the person who helped me was simply rude, arrogant, ill-mannered

Matt Anderson I had a client with lingering tax debt. My agent was respectful and very helpful with getting the balance due and informing me on how we pay the IRS directly on balances due like this. Did not wait on hold very long; I greatly appreciated the help they provided.

joseph abinanti Awesome facility.

Cliff Miller Katie and her team are both knowledgeable and very friendly. We are thankful to be blessed by our association with them. I feel confident that our investments and plans are in excellent hands and we will continue to work together to achieve our retirement and future plans.