The Conde & Tremont Investment Group - Watertown (NY)

Bamboo Cris has been doing our family’s business and individual taxes for years. Cris is awesome! She’s great at what she does. She has guided us in the right direction time and again with her extensive knowledge and has gotten us maximum returns. It’s a pleasure to know and work with her! I’d recommend Taxes R Us to anybody!

Mary Picerno I have appreciated my 10 year relationship with Bouchey Financial, and so has my family. Its been helpful and convenient to consolidate my retirement and investment accounts in one place so I can see the bigger financial picture. I have always found Martys guidance and our in-person meetings helpful. Marty and Sam are creating a flexible retirement plan that will help me prepare for my eventual retirement, and adjust as I age. I really appreciate that! Im grateful for all the support over the years! Thank you!

Steven Gervickas Fantastic state and federal income tax preparer. Very thorough and wonderful to work with. She is extremely knowledgeable and competent in preparing individual tax returns and utilized her experience to get the maximum return for our taxes.

Donna D. Thats a good bank !

jzosmooth25 Shipping and Receiving Entrance

Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!