UpSkill Wealth Management - Cortland (NY)

5 /5 Fred Cazer: It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

5 /5 Tom Knoff: High praise- Michael always explains in detail the nuances needed for a laypersons understanding of (what I think is) a complex machine. He knows whats important and prioritizes the critical components. Hes patient and accessible and has hit every deadline I needed. Seriously, thank you, Mike.

5 /5 Timothy Russell: I met with Bret Hartman recently to get started on a financial plan for our family (after putting it off for too long!). Bret was professional, seemed knowledgeable, listened to my questions and concerns, and had a good way of explaining things. I look forward to working with him on our financial future.

5 /5 Pam Williams: I have known Bret Hartman for many years, we worked together In the past at a financial institution and referred a lot of business to each other. We are now independent contractors Bret in the financial world And myself In real estate. To this day we still refer clients to each other, There is a need today for people to work together. Bret has helped many people with their investments, and works hard for them. Bret is personable, friendly and takes pride in his career. Looking for one of the top notch Financial representatives call Bret Hartman.

5 /5 Ashe Martin: Michael R did my personal and business taxes this year and I am more then impressed. This was my 1st year doing business taxes. He helped me establish good tax practices for future years and also got me back the maximum amount on my personal taxes. He was quick, through, honest and practiced a level of professionalism that I havent experienced from other tax companies. His prices were also very affordable. Great job Michael! Thank you again!