Small World Wealth Management - Poughkeepsie (NY)

Hagen George I have been working with Anthony and his team for a number of years and always receive top class treatment and advice. You can always trust them to be fully informed, which is crucial. I trust them 100% with my investments and have yet to be disappointed.

Melissa Vasquez Do not go to her. She used google translate on my brothers application for DACA, worst translation ever. This was back in 2016, she shouldn’t work on any documentations if she can’t translate them to proper English. Don’t waste your time nor money. Very unprofessional Katiuska Tejeda !!

Casey Desrocher Their wonderful people who know you by your first name and very friendly willing to help you with anything I recommend this bank.

Mitzi Vanetten Very good employees

R POLEON Working with Tim Giunta is like hanging out with a friend or a family member. Knowing that he has my best interest at heart is comforting. When it comes to finance, it can be overwhelming. Having Tom as a financial advisor that wears many hats is my one stop financial shopping service. Love the experience and look forward to the ongoing success. Thanks Tom at Cove Financial!