Wen Ma, CFP - Albany (NY)

Liam Spinrad Have had an amazing experience with Wise financial so far! They have helped me a lot with planning into retirement. I worked with Kyle. Very friendly, willing to answer questions and look into anything you need help with!

Sue Dean Charmaine Gregori is awesome, efficient, fast, and professional. She tells us what to bring and is wonderful!! Weve relied on her for several years. Well be back next year!

Brandon Ching Michelle has helped us with our business insurance and commercial auto since we started out. She has always helped make sure we had the necessary coverage at the right price. I would highly recommend her and the entire staff at HBE.

Lucinda Nicholson I had a great experience with One Main Financial. I thought that it was going to be so stressful to take care of all the paperwork and consolidate all my debt. They took care of everything with one phone call in only a few minutes. I was very satisfied.

Dona Giglio Funny story: Sort of sad too, After my husband passed away in 2018 my ex husband of 20+ years past (who always scrutinized every penny earned and spent) recommended Michael McGovern and Modern Bookkeeping to me. I took his advice (the only time ever probably) Thanks to Modern Bookkeeping 5 years later I am retired and without worry. Michael has expert advice in all aspects of financial planning and he made me feel like part of the family. As I take stock and express gratitude it occurs to me that I should let the world know. If you want an honest, reliable and digitally savvy financial care provider give them a call! I am out of state and it never occured to me that I could post a review in another state, duh. Do it now, so you are in a better 2025 tax position!