Financial Advising in Utica, NY
5 locations found near Utica
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Financial Advising
Financial Advising
“Nathan did a great job taking care of me. He was very knowledgeable and very patient addressing my concerns i had. I would highly recommend him for a financial advisor. He Genuinely wants what’s best for his customers. Best man for the job.”
Financial Advising
“Met with us the first time we filed with them in 2019. They were both welcoming and informative. They explored all of our information with us efficiently - making it the only time we spent worrying about our taxes. They even called later to clarify some information without making assumptions that would hurt us later on down the road.I've filed online and in person with bigger corporations. This was the first time I felt recognized as a human being and not a bank and routing number. All of my questions were answered thoughtfully and with patience. I'm a middle-class, novice tax filer at best, but they understood that, and they didn't rush me through questions. I felt comfortable and secure throughout the process.Was absolutely my first hassle-free tax season, and so long as they are providing services, I will continue to bring my tax filing issues to them.”
Financial Advising
Financial Advising
“Still waiting on 2 more stuff to be removed on my credit report. I signed up in mid august and I just checked my credit report and my repo is only showing on one credit bureau! I was like oh wow that’s cool! Can’t wait for it to be gone one all 3 bureaus! Great help! I’ve tried 2 other credit repair companies and they basically took my money and removed 1 thing the first month. One company said after 120 days nothing comes off we will do it for free of charge. 8-9 months down the road nothing changed. I guess I’m lucky I came across Joe!”