The Sound Path Group - Morgan Stanley - Utica (NY)

Kimberly Latko Working with Nicholle Overkamp and her team at Wilcox Financial has truly been life-changing. They’ve helped me triple my net worth and given me so much confidence when it comes to both my personal finances and my business. What I love most is that they go beyond financial planning — always bringing fresh growth ideas, challenging me to think bigger, and supporting me every step of the way. Their genuine care for their clients shines through in everything they do, combining expertise with heart. I feel so lucky to have Nicholle and her incredible team in my corner and would recommend Wilcox Financial to anyone who wants trusted partners in building their future.

Tim Max Very friendly staff clean store lots of goodies Im going to go back soon I get more money and think Im better look.

Christopher Booth Outstanding company that made money for us. Mr. Briggs knows his stuff and is very responsive to our questions and concerns.

Darius Jones Great experience! I would definitely recommend to any investors looking for funding! Ive done business with Marie in the past and got an opportunity to work with her and her new company and they did a great job! Her and her team are very responsive, and communicate well which is EVERYTHING when you have tons of money on the line. Throughout the process I was well informed and when I had a question I was fortunate enough to get immediate responses and help. They dont push you to the side like some of the larger companies, theyre small enough to be able to treat you like the ONLY ONE :) but big enough to get the job done! I look forward to more funding with them in the future. Thanks again MK Financial!!

Rita Bobe-Saleh Love Thomas!! On time. Detailed. Professional.

Nani Leen Well my experience had always being the best with CCSS THE BEST IN THE INDUSTRY. ALWAYS available to solve any issues. LOVE.