Financial Planners near Clifton Park

“Phil, Amy, and Erin are all great. We frequently recommend them to friends and relatives. In the recent turbulent financial environment, having trusted them to help with our retirement assets has proven itself to be the perfect solution for us. Phil has arranged our investments in a way that we really don't have to worry anymore about the markets. He has really outstanding software to look well into the future so we don't have to worry about running out of money. He makes conservative assumptions about the markets and interest rates and operates as a Fiduciary (legally required to put his client's best interest as primary).“

“Great financial advice! They absolutely try and help you with whatever financial issue you may have. I can't thank them enough for the help!“

“I met with my financial advisor this past week at the bank .He was extremely helpful, knowledgeable, patient and very professional. I enjoy doing business with him. He is personal and takes time to answer all my questions. I trust him very much have done business with him for about six years.“

“Dave is the most personal and caring advisor I’ve worked with! He doesn’t just assist with the specific investment at hand, he truly cares about your whole financial picture. Building a life long relationship is his first goal! He is very professional and trustworthy and has helped me so much with my finances, I highly recommend!!!!!“

“I’ve had the opportunity to collaborate with Jose and see firsthand the way he supports dentists in managing their financial planning. He is knowledgeable, professional, and attentive to the unique needs of practice owners. Clients I’ve referred have spoken highly of his guidance and results. I appreciate having a trusted resource to recommend.“

“Michael Bonanno is best described as my lighthouse when I found myself in unknown dark stormy waters. His immediate empathetic insightful guidance gave me a path towards a more secure future with his analysis and feedback. He asked me to stay in touch to let him know how I was doing. A truly genuine person and I highly recommend his services!“