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Reviews for UpSkill Wealth Management

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  • June 2024

    High praise- Michael always explains in detail the nuances needed for a laypersons understanding of (what I think is) a complex machine. He knows whats important and prioritizes the critical components. He's patient and accessible and has hit every deadline I needed. Seriously, thank you, Mike.

  • June 2023

    I met with Bret Hartman recently to get started on a financial plan for our family (after putting it off for too long!). Bret was professional, seemed knowledgeable, listened to my questions and concerns, and had a good way of explaining things. I look forward to working with him on our financial future.

  • June 2023

    Michael R did my personal and business taxes this year and I am more then impressed. This was my 1st year doing business taxes. He helped me establish good tax practices for future years and also got me back the maximum amount on my personal taxes. He was quick, through, honest and practiced a level of professionalism that I havent experienced from other tax companies. His prices were also very affordable. Great job Michael! Thank you again!

  • UpSkill Wealth Management

    1 N Main St Suite 301, Cortland

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