Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services, LLC - Poughkeepsie (NY)

Jeff W Seamless. Easy. Great interest rate and Todd M. was available to help through the whole process during a very busy time in real estate. Thanks!!

Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

John Makovic Great company for all your insurance needs. Entire staff is Amazing… especially Juanita and Dawn. I have been insured through MBIA for well over 20 years w various policies.

Max Bobrov The folks at Vespoke are great to work with. Theyve done a great job helping me manage all aspects of my finances. The advisors are always friendly and willing to go the extra mile to address any questions or concerns I may have.