Best Financial Advisors in Greece, NY

“Chris is very responsive to any and all questions, and always ensures that I leave our discussions with a true understanding of my investment endeavors.”

“If you are looking for an accountant and an accounting firm that always has your best interests at heart and treats you like a person and not just another set of numbers, then look no further than Kevin Conlon at Conlon & Company.”

“Jeanne went above and beyond for me and made sure she stayed in touch throughout the entire hiring process from the first contact, through the interview, right until the end when I got the job.”

“My wife Sandy and I have had the pleasure of working with Rob in particular, and North Landing in general, for all of our financial planning needs since North Landing's inception some years ago.”

“I have used Yaeger, Treviso & Associates for well over a decade for both my business and personal taxes and I can not speak highly enough about the level of service, professionalism and communication that this firm has offered over those years.”

“Mark and his team are the best!”

“Bernie's approach to financial planning is driven by his experiences as an estate planning attorney. As a result of his experience in taxation, Bernie is skilled at identifying critical issues affecting client's tax and financial planning. Bernie rec...”

“I use Ken and his team for my business and personal financial advice, succession planning, year end taxes, investments, and bookkeeping and I couldn't be happier!”

“I've been going to them for about 5 years and it's always been easy and a pleasure.”

“I have handled my own accounting and tax needs for most of my life, but since incorporating I made the smart move of seeking professional assistance and advice.”

“They are continuously reviewing our portfolios and making adjustments to respond to the market, looking for strategies and opportunities to maximize return and manage risk.”

“They always seem to go the extra mile as a normal practice.”

“I've been with them for some time, and I've never been more confident in a team's ability to provide expert advice for the full range of financial services.”

“I consider them to be of the highest quality concerning professionalism, service to their clients and knowledge of the economy.”

“Priem Financial Group has always been easy to work with and has provided us with very sound financial planning for many years.”

“Name has changed but the service remains exceptional.”

“Do a great job managing client finances for long and short term goals.”

“I would recommend him to my friends.”