Stout Financial Network LLC - Oswego (NY)

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.

Brian Becker Reliable, trustworthy and fantastic guidance is my experience with Harbortown Financial Group!

Stephanie Langer Found Michael Rugers YouTube and blog post regarding inherited IRAs. He gave a more clear and understanding explanation of the 10-year Rule and Designated Eligible Beneficiaries. His posts are more current than any others I found. Michael also responded to my inquiry within 24 hours; which surprised me since I was expecting a later response since I sent my message so close to April 15, assuming he would be busy assisting his paying clients in preparation of tax day and with questions regarding the current bouncing of the stock markets.

Larissa Peñalo Anthony is a talented, hard working, results oriented professional who Ive enjoyed working with since we met. I was introduced to him during the pandemic, yet despite all the hardships and challenges at that time, he was the silver lining for my family, friends, and I bringing positive impact and financial guidance to all of us. I am truly grateful for his assistance and recommend him at any chance I get. Not only is Anthony is genuine, reliable, and honest, he is well versed and highly educated in his field. He listens to your needs and takes the time to guide you through every step while addressing any issues or concerns you may have along the way. Anthonys expertise, exceptional communication skills, and attention to detail set him apart from others in the industry. Id highly recommended him as anyone would benefit from his knowledge and dedication.

Amy Walowsky We highly recommend Connell Financial Group.