Small World Wealth Management - Poughkeepsie (NY)

sandy tzul Responsible company and very friendly staff, especially Mr. Alan.

Carl Koenig I have been working with Steve Locke for a number of years - he is very professional in all respects and is always there to answer any of my questions. Furthermore, my son uses Steve and he is equally as satisfied as I am. I would recommend Steve to anyone. The office staff is friendly and helpful - a pleasure to do business with the firm.

Sam E Let’s start with, could not be happier doing business with Rob& Jenn at Turning Point. Since rolling over my 401K to Rob after losing my job , the returns have been just unbelievable. If you ever need any advice or guidance, they respond in such an unbelievable time frame. The online mobile app is very easy to use and you’re able to watch your money grow. What a great team to work with. My only regret is that I didn’t find them sooner -Sam