Warwick Valley Financial Advisors - Warwick (NY)

Dennis Hafer Patient and thorough

ALittleBit OfHeaven They have awesome advisors and professors. One of the best professors there is Steve Calabrese! You can really tell he is genuinely passionate about his job, and his students success.

Christian Martinez The Icono team is the best! My experience with them over the past few years has been invaluable. Their guidance has always been thoughtful, reliable, and focused on all of my financial goals. I’m grateful for the partnership and highly recommend their services to anyone looking for an experienced and trusted financial planning and wealth management team.

Wendy Roth I was going to Catholic Charities in Lockport on a regular basis and then all of a sudden all the counselors where leaving. Two weeks before my counselor left, she said she would talk to someone in the Albion office to she if I could transfer there. She called and the person never called her back and I called the person and it took two weeks for her to call me back. It the meantime I did get connected to another counselor but had to wait a month before I could see her. I was leary to get hooked up with Catholic Charities in Albion in case their office would close down too. I want you to know whatever is happening with funding that you put your clients at a high risk. I am going thru a crisis and I had to wait a month to see someone and then on top of that I will have to start all over again developing a new and trusting relationship with my counselor. Going thru this gives me high anxiety and I usually end up losing ground with the progress I have made. Needless to say, I will not recommend Catholic Charities to anyone I know. You just rip the carpet out from beneath us and think that some of your clients will not suffer. I just wonder what happened to all the other clients that were being seen in Lockport because there are not a lot of places to be seen in Niagara or Orleans country. I live in Medina so Lockport worked great for me. I hope this gives some of the higher ups at Catholic Charities something to think about when you make decisions that affect a lot of other peoples lives.

Sheldon Soman They are a full service financial firm. They handle our taxes and investments. Larry even helped us complete our college financial aid forms, which saved us hours of work. I cannot recommended them highly enough.

Martha Echeverri Izquierdo In my opinion, you should set the time when you are not open because you are at lunch, to know the opening hours.

jack tragna Best in the business! Bruce and Jolanta are very knowledge about every aspect of the mortgage business. Cant go wrong using Diversified Financial!

Jennifer M I am so thankful and grateful to have been under the guidance and expertise of Joe May and his team. Joe is dedicated and passionate about making dreams come true and it does not go unnoticed. Truly thankful to you and your team, Joe. My dream of home ownership came true because of you and Im truly grateful. My family thanks you.

M S I have been working with Nicotera Wealth for about 10 years and have always been happy with our meetings, recommended strategies, and results. Leo is very responsive and has a common sense approach. He also has the ability to explain complex market aspects in a manner that is easy to understand, which makes meetings very comfortable. I have recommended Nicotera Wealth Management to friends and family and will continue to do so.