Rosemont Financial Group - Albany (NY)

Amanda Prashaw The agent that did my tax return for me answered all of my questions and I like that they have a computer set up that u can watch every step of the way when your return is being done she also explained what every line was and exactly how much I was getting and their fees are reasonable.... I already have my appointment for next year

Outdoor Jay Thank You Jenna Y. I have never received such amazing service. She is knowledgeable and extremely passionate about helping. Thank you

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.

Mukhjinder Singh Not recommended: Jerry never respond to follow-up calls. He is not an accountant who will help you or care.

Faraz Hussaini Rahim is a highly professional Financial planner and a very knowlegable tax advisor. He is very easy to work with and also responsive and honest. I strongly recommend him for tax preparation and financial advice.