Wealth Advisory Group LLC

Sep 2025

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.

Mar 2025

I used their services when I was employed at an Albany based company. Initially I liked using their services and relied on their expertise. However after a couple no show meetings, being ghosted when I reached out to them to reschedule, I cannot recommend them as a professional service

UPDATE: I updated this review to 4 stars after Jose reached out personally to apologize. While we are still not going to use their service, I do appreciate the commitment to better communication.