-
September 2023 by James Shevlin
Sy Williams helped us with a complicated tax and investment issue that other professional advisors had been unable to solve. His expertise in so many areas made it possible for him to see the whole picture where others had been unable to do so. He made sure that all our questions were answered. He is also an extremely nice person who really cares about his clients. We will be happy to use his services in the future.
-
July 2023 by robert sherard
Whenever I need financial services or advice, Accountable Financial has always come through. Very satisfied with results!
-
June 2023 by Ameer Sherard
We looked at all of my options that would give me the best return. Taxes isn’t my wheelhouse, but everything was explained in a way I understood. Great service!
-
June 2023 by Rina Mondlin
I came to see Sy for an unusual request. Fortunately, he was available very quickly and helped to resolve a problem that would have been difficult for me to do on my own.
-
February 2019 by C K.
I have been working with Sy Williams for 9 years since moving to Roosevelt Island. He has been most helpful to me managing my complex taxes with the upmost professionalism. In addition he offers a full portfolio of services. Recently he assisted me in obtaining a favorable mortgage rate as well as setting up my retirement fund and a college fund for my daughter. He has a full complement of services and can assist you with planning all financial needs you may need and takes the time to truly understand his client to come up with a plan that best meets your needs. The attention to detail, really knowing his client and his concern for making the best plan for you is what really sets him apart from others. I highly recommend Sy
