Wealth Enhancement Group - Rochester (NY)

Max Root Americu, and specifically Andrea Neal are the epitome of quality in customer service. I felt like I was treated as a valued customer and friend, not someone they could just make money from. Andrea is extremely thorough, running numbers multiple times to ensure everything was accurate. She showed her expertise in explaining all aspects of my loan to me prior to my signing. I sincerely appreciate her efforts and the service of everyone I have met in the Cortland, NY Americu office!

George Bakes I’ve had the pleasure of working with Zachary Norman at Hudson Peak Wealth Advisors, and I can confidently say he’s one of the best financial advisors I’ve ever encountered. From our very first meeting, Zach was attentive, genuinely interested in my goals, and thoughtfully asked questions to fully understand my personal situation. He crafted a custom financial strategy that not only aligns with my short- and long-term objectives but is also adaptable as life circumstances change. Throughout our collaboration, Zach has been proactive, responsive, and incredibly transparent—he always takes the time to explain complex financial concepts in clear, down-to-earth language. His professionalism, integrity, and dedication to fiduciary duty shine through in every interaction. Whether I’m checking in for routine portfolio reviews or recalibrating after a major life milestone, Zach has made the entire experience seamless and comforting. His expert guidance has strengthened my confidence in my financial future, and I wholeheartedly recommend him to anyone seeking a trustworthy and knowledgeable advisor.

Taylor Tinneny Im giving 5 stars to one person and thats to Margarita. Im a little late doing this because I have two claims boys at home and they distract me. As she heard, she was so nice and friendly and didnt seem to be bothered by my noisy background. She was kind and we laughed about some things together. She made me feel very welcome. She helped me start my service and it was so easy because of her. She is wonderful and deserves a pizza party!!

Tom Gehrig Met with Andrew today to set up a Simple IRA for my company. He is extremely knowledgeable and went through all the options.

Noor S. My review is for document notarization services: convenient location and quick, friendly service! I had a hard time finding a place in Astoria that provides notary services with reliable hours and this place was very helpful.

Moshe Roth Very good and friendly service and advice