-
March 2023 by Mike S.
I have been working with Mr. Witkin and his group for many years. They have helped me organize my finances and kept me out of trouble. In more than one instance they went to bat for me in disputes with various vendors. I give them the highest rating!
-
December 2019 by Dillon K.
The Private Banker assisted us for nearly ten years. Amazing team. Would recommend to anyone. 100% the best.
-
April 2018 by Mike B.
Kerry and Kasey are an amazing father and daughter team who has many years of experience providing specific advice on wealth, tax and overall management of finances. It's rare to find a team as kind hearted and down to earth with the experience and knowledge that they have! My wife and I are truly grateful for their expertise and support.
-
October 2014 by laura p.
Kerry and Kasey are fantastic, and trustworthy. We've worked with them for several years, starting with when my husband's mother could no longer do her own bills and finances. They were helpful, approachable, and sensitive. I highly recommend them.
