Financial Advising near Troy, NY

“I searched for a qualified and reliable tax accountant who would make my tax filing season smooth. My friends recommended Scott, Stackrow & Co to me, and I never regretted my choice. The full cycle of my tax processing was completed through the company portal. As a computer programmer, I consider the software used by the company highly secure and user-friendly. I am fortunate to have Mr. David Pietrafesa, CPA, as my accountant. David has extensive experience and outstanding accounting skills. He answers all my questions in great detail and is very patient and friendly. After a smooth processing of my 2021 taxes, I contacted David several times, and he always gave me his time and undivided attention. Thank you, Mr. P Pietrafesa, for your hard work and dedication during the 2021 tax season and throughout the year! Your help is greatly appreciated!”

“Working with Jared has been great. You can be as involved or separated from your finances as time and other constraints allow. He is open to meet you where you are-I have never felt shamed by him, and he gives me realistic advice. He is also open to meetings whenever his schedule allows. Whenever I have a question, I can just hop on his calendar and schedule a meeting-and no question is too big or small.
He also makes you feel like a part of the family! I can tell that he takes his relationships with his clients seriously. I can't imagine having a different financial planner.”

“Collaborating with Susan at CMO for Hire over the past year has proven to be an invaluable experience for me. Her extensive years of expertise, combined with her approachable demeanor, have significantly contributed to the success of our team's efforts to revamp our marketing strategies. Susan's hands-on approach and her readiness to assist with any challenges have made her an asset throughout our time working together. I wholeheartedly recommend reaching out to Susan and her team; there's no doubt in my mind that they can effectively guide your team in achieving its marketing goals.”

“My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.”

“I don't know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.”