Revolution Financial Management Buffalo - Buffalo (NY)

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.

Christian Martinez The Icono team is the best! My experience with them over the past few years has been invaluable. Their guidance has always been thoughtful, reliable, and focused on all of my financial goals. I’m grateful for the partnership and highly recommend their services to anyone looking for an experienced and trusted financial planning and wealth management team.

Daniel Ardizzone Absolutely worst bank in Oswego!!’ Definitely closing all my accounts there !!

Ally Cummings Amazing! Tax season can be stressful and when you add multiple states and jobs to the year, that takes the stress to a new level. Skye Financial Services made filing my taxes easy, they explained everything to me when I had questions, and even a scheduled a second follow up so they could look through it all with a fine tooth comb to set me at ease. I would recommend them to anyone who needs help with their taxes and will definitely use them again when filing in 2023.

Dave We started working with Bill and AIO several years ago because we wanted our investing to reflect our ESG values. Bill has been very helpful to us, and his guidance is greatly appreciated.