Steven Harty - Private Wealth Advisor, Ameriprise Financial Services, LLC - Castleton-On-Hudson (NY)

Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

Ann DeBottis Dan always takes the time to know what your needs and goals are. Definitely would recommend.

Craig Zachary Been trying to liquidate an account since November 22nd, 2017 after I received notice it would roll into an IRA. Company hasnt been able to deliver to address on profile originally, updated address on 12/28/17 after multiple failures getting to my address. Now its 1/11/18 and I had to call once again to figure out why I havent received payment. Gentleman on the phone had an attitude with me when I got annoyed that despite documentation sent to them to change my address - they still sent it to the old address. We will be going almost two months without receiving anything. I am glad I do not have to utilize this company for investment options anymore.

Dave Chapman Working with Dan and his team is always easy. They have strong advice across a wide range of topics, and their guidance is always valued. They are professional, quick to follow up, and are a pleasure to deal with. Would strongly recommend!

susanne cianfoni Mike is wonderful!