Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - Goshen (NY)

Watson Bodie Micheal is a topnotch man. He is trustworthy and he always makes time to help me manage my portfolio. I would highly recommend him to anyone looking to invest.

Anthony Hostetler Great bank to work with.

EMME For two decades, Im happy to share a positive customer review of Prato Capital Management. Greg and his hard working and knowledgeable team of financial advisors have a proprietary system that has successfully supported my account over the years and continues to do so despite the turbulent times we continue to face. I only have good things to report here and highly recommend this Financial Advisory group.

Kristen Strothmann Laura and her team were wonderful. We used a VA loan and they made the process seamless and easy to understand. Any questions we had were quickly answered and always felt in the loop through the entire process. I highly recommend Laura and Homestead Funding Corp.

Klim Kavall Financial advice, retirement assistance, and other forms of wealth management all under one roof! Steve and Alex are awesome!

Greg Komarisky Chris at Edward Jones is a great professional and a trusted source for my family. He is always eager to help and answer any questions that we have about our investments. Amanda and Cheryl in the office are wonderful ladies and always so pleasant!

Tom Schimmerling I began using Mr. Kelley and his wonderful staff when my long time CPA passed away unexpectedly. They do a terrific job. I highly recommend Creative Tax Planning.

Matt M Very good and always there when you need them.....

Carrie They were very polite and helpful. I didnt have to wait very long to be seen and they worked very efficiently. The best experience Ive ever had there, hands down.