Stifel - White Plains (NY)

Patrick Kelly I was there for a SAAM appointment I saw Thomas, he was pleasant to deal with and it did not take much time.

Sherri Downey I would recommend him to everyone

Pine Forest I read Millers book "The Single Best Investment," and many other investment books, before I started getting seriously into the stock market in 1998. Millers investing philosophy strongly attracted me, and Ive been doing it pretty much "his way" ever since. I even exchanged several emails with him back then and found him responsive and engaging (we disagreed about Crown-Pacific, heh-heh). A great intellect. Miller is a nationally recognized expert on utilities, and his funds tend to focus on them. Im so glad I discovered his book and was influenced by his rational approach to investment. Although I run my own portfolio of individual stocks, if you dont have the time, inclination or knowledge to personally manage your investments, I recommend the Miller/Howard options without reservation.

Gregory Thornton I had Phil Provenzano help me several times with getting setup with a plan through N Y State of Health and he was very knowledgeable and helpful, trying to get help from NY State is frustrating and difficult but he made it easy and looked out for my best interest, I would recommend him to anyone, definitely the best place you could go for help, the best of the best !

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.

jonny denny Don’t do business with Wells Fargo or they’re associates they will have you jumping through hoops and you’ll regret it