Stearns & Cleek CPA - Ithaca (NY)

Angry Boomer Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!

Zaleena Ramdihal Excellent customer service. Thank you Mineola team for always going above and beyond for your clients. True definition of world class services.

Craig Akins Nannette and her office staff have been remarkable ! Trusting her with my financial future has been a fantastic choice for my family! As i get near my retirement i rest easy knowing she will still be around for years to come!

Review Squad 11 Excellent service. They take great care of growing & protecting our retirement funds & the app is easy to access! 5/5!

Cheesypoofninja April did our taxes this year, and she was incredible! Very knowledgeable and kind. Jackson Hewitt made a smart decision hiring her!

Carl Facciponte The Horizon Group is the ONLY firm I would consider to handle my retirement IRA. They are leaders in the industry, have spoken in front of US Government committees about necessary investment reform, and are the sharpest, friendliest group of people Ive ever met. Check em out!