Rosemont Financial Group - Albany (NY)

bj forte Joel and his team are absolutely amazing! They are great listeners, organized, professional, thorough, patient, kind, and they make challenging situations more easy with their hospitality. I recommend them to anyone who wants top notch service and expert advice!

Cheryl Clarke Efficient and caring tax professional. Stays current with tax code. I’ve had Mr Duff as my tax professional for so many years I’ve lost count. I know it’s been more than 10 years. If you din’t know more than what I know about your business or your attitude is off base, I don’t stay. I’ve been very pleased with his advice, friendly intellectual conversation , professional knowledge about the tax laws and promptness.

Chris Santoro Marc is great to work with! Very knowledgeable with all the products and services that he offers!

Barbara Cicman Nobody can come close. Nobody. I am blessed to be so well cared for.

Indy Jones Dave and The Insurance Place Agency team provide customer service that is second to none! We have auto, home, and business insurance through them and are extremely happy. We would highly recommend them to anyone looking for insurance.

Anita Jones Easy to Work With. Jason is low key, no pressure, just facts.