Wealth Advisory Group LLC - Latham (NY)

Dawn Sherry Tabolt Weve had the pleasure of working with SFB & Company for about 8 years now for both personal and business financial management as well as bookkeeping. Stacey and her team have become an absolute asset and invaluable resource to us.

Heather Radhs I have nothing bad to say about this place. I ran into some hard times and needed a little help. Mr Gould is an amazing case worker. With my hard effort and ambition. Him and I have been able to get me back on my feet. Thank you so much for all your help!!!

Mya Coston Great company. Super friendly staff. Highly recommended!

Mark R MORE Business Services have the best pens for all of your professional & personal needs. Heavier than most competitors, fits well with petite hands up to the hands of a agricultural specialist and construction project Superintendent, plus they have the best payroll & bookkeeping services in the region. Ive used several different brands of pens over the past 35+ years personally & professionally, and have yet to find a better one. So if the pens of a company are this outstanding, imagine how their payroll & bookkeeping services stack up. I highly recommend MORE Business Services. I prefer a company that applies its resources on the inside of the building. ***Remember to spend your money in the community in which you earn it, if you must go elsewhere stay within the region of where you work. Reinvesting in your community will help small businesses grow while attracting new ones.***

Tina Budwick Great Staff and easy to work with

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.

Ashlee Have used for a few years. Highly recommend.