Wayne Bank - Penn Yan (NY)

Stan Campbell whole staff very helpful and great listeners to understand situation and help with options for solutions.

Dan Adams Weve been with Paul for several years. Hes always been responsive and clear. Our investments are tracking according to plan. So we couldnt be happier.

Doug Most I’ve had an exceptional experience working with SKG Financial Group. Ben Soccodato is my advisor, but the entire team is outstanding! Every individual I’ve interfaced with is knowledgeable and responsive. SKG’s investment approach has consistently outperformed benchmarks without assuming an excessive amount of risk, achieving a perfect balance for my financial goals. One of the things that differentiates them from others is their willingness to evaluate my entire portfolio, including positions they don’t directly manage, and provide recommendations based on total invested capital. This "three bucket" approach to portfolio management is unique among the firms I’ve worked with or interviewed. It effectively reduces overall fees while maintaining a diversified strategy. It is one of the key elements to developing the trust that is so important with this type of relationship. I highly recommend SKG Financial Group to anyone seeking a trustworthy, results-driven financial partner.

Tyler Kuznia Ive had the pleasure of getting to know Heather well on both a personal and professional level over the past several years. She is a wonderful person and everything you could want in a professional bookkeeper- hard working, client-centric, attentive to details, and so much more. I recommend Heathers services in full confidence and trust her unconditionally with the needs and goals of my own clients, too!

Marisa Kraus I had the great pleasure of meeting and working with Jennifer and Gaye. The process was very smooth and the atmosphere was even better! During a time of need, it means a lot to have great people to help you through it. I left feeling like I could breathe again and it’s all thanks to Gaye and OMF. If anyone had a bad experience, check yourself first. Highly recommend this office!

Maryann Van My husband and I have been clients of Quest Financial for well over two decades now. Their services is excellent. My advisor is there when I need him. They were there when I retired. They were there when we had our grandchildren. We appreciate everything they have done to help us make smart financial decisions along the way. On top of all of that...they are local.

Liz Hitt An experienced team of professionals that care deeply for their clients.