Watertown Wealth Management - Watertown (NY)

Andrew Burns The most dedicated staff you will ever see at a bank. The only negative is that the hours are difficult to work around if you work full time during the week. Often the only way to get to the bank would be to use a majority of my lunch break. Would highly recommend if you are able to use them.

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.

Flavio Alarcon All good

Johhn Othad Its a ok bank

Jeff Stavitsky My wife, Pamela, has been a client of Neils for almost 15 years now. Neil is extremely knowledgeable, helpful, accessible, patient and his rates are very fair for all of the work that he does! I am so impressed by Neil that I will be switching away from a large, high profile accounting firm to Neil this coming year. My wife and I highly recommend Neil G. Carousso, CPA,CFP for all of your accounting needs-

Anthony LoConte My wife and I have been working with Bill Matteson at Upstate Wealth Consulting for all of our insurance and retirement needs. It has been a pleasure working with him and his team. They are extremely professional, knowledgeable and very friendly. Anytime we need any information or need to talk they are always very helpful no mater how many times I call them. Thank you for everything.