The Alteri Group - Morgan Stanley - Watertown (NY)

Robert Kirkwood Superb profession service!

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.

Robert Lombardo Could not ask for more. The team at Ironpath Financial are awesome. They have performed better than I ever expected. Rick is my personal financial advisor. He knows exactly what I want and expect. I can call him at any time and he will answer or get back to me basically immediately. Giving anyone your life savings is a mindfuck. After many interviews with many advisers I felt Rick and his team were my best choice. That was the best financial decision of my life. Theyre not your typical plug and play type of finance company. He has set me up for life and I feel extremely confident that I will be able to achieve All of my wants and needs in retirement. Thank You Rick, Thank you Denise, Val and Faith, Bob Lombardo

Just Neon Sign Co. Howie Cohen I have been dealing with Mr. Hanna for years now. He is a pure professional from the moment I met him. You wont be disappointed. I certainly am not!

Dawn Pawliczak They are the best at what they do and are friendly doing it!

Edward Rosenberg Very nice people there. Easy parking right out front. Close to everything.

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.