SCORE - Kingston (NY)

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.

Dakota Platt John Delvecchio was great to work with. He cared about my case deeply and did whatever it took and tried his absolute best for my desired outcome. Appreciate everything, was a real pleasure. Thank you for everything. Definitely one of if not the best lawyer in the area

Saddiq Johnson Very Fast Very Good Communications. Love Them

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.

Leo OConnor I may be a bit biased

Leila Bokhari Great customer service and amazing staff. They answered all my questions and recommended the best product suitable for my needs and saved money on both my home and auto insurance. Highly recommended.

Tom Baglio Every