Small World Wealth Management - Poughkeepsie (NY)

Michael Dente BHG was fantastic to work with. Daniel Rogers worked with me to help tailor a solution to meet my needs. He was very transparent about everything each step of the process . I am very satisfied with how quick and easy the process is. I highly recommend.

Amanda Pawlak Always professional, prompt, and accurate!

Estelle McCumber Nice to do business with

Aron Hirtz Great service & very professional staff. Jacob has been helping us with personal and corporate returns (for 5 years now). Jacob was able to quickly advise on various questions. Would definitely recommend Jacob Lichter & Co. no matter how complicated your returns are!

ALECIA KING Great friendly staff. Gave me exactly what I needed for auto and home insurance. Thanks Greg.

Mike Aguiar I opened an account with Trustco to handle international wire transfers. Berkley and MacKenzie have been exceptional in their friendly and professional services. Being always greeted by name is a bonus that is much appreciated.Catskill, NY branch.