After interviewing and vetting handfuls of interchangeable, seemingly capable wealth managers who…read moreall sang different versions of the same "give us what you've got and we'll give you back more" song, I was still dissatisfied. Robasciotti & Associates was the signal amid the noise. For Robasciotti, growing my investment is the starting point, not the end game. They took the time to really get to know me and my relationship to money. Understanding and helping me refine the "why" and "what" of my financial goals is Robasciotti's top priority because they are truly invested in helping me grow the life that I want, not just an expansive portfolio. With them, earning my trust is just as, if not more, important as earning dividends. I am able to rest easy knowing that they are using their expert knowledge and experience to look out for me, all of me, not just my money.

I have been working with the Robasciotti and Philipson financial advisory team since 2010. Each…read moreyear my wife and I are more and more impressed with our portfolio and how well they have serviced our account. Frankly, we have gotten a little lazy because we know Rachel and Maya will take care of everything for us. They are extremely attentive, responsive, resourceful, and proactive. The R&P team is great about partnering with the other financial firms we work with, such as our CPA, mortgage team, and business banker. We always have what we need on time without having to ask twice. As things have evolved in our lives; child expenses, gro wing a business and changing homes, careers, etc., they have been there for us. It is very comforting knowing we have such a capable team behind us, always looking out for our best interests. The client experience is always exceptional and I appreciate speaking with a friendly team member each time I call. My wife and I look forward to our meetings with them and we are always warmly welcomed into their office. Rachel and Maya are not only wonderful advisers, they are wonderful people.

If you're looking for an advisor, and considering making contact with Alison... make the call…read more You're going to find a completely approachable and transparent professional, and there's no reason not to explore working together. A good advisor knows how to dig beneath the money and numbers talk into the emotional realm to connect their advice to your goals and what they represent for your well-being. To do this effectively, the advisor needs to care genuinely for the people they are working with. You will understand when working with Alison that she cares - it's so obvious. Her ability to simplify complex financial concepts and provide straightforward advice is truly impressive. She has a smart approach that inspires confidence and trust, making the entire process smooth and stress-free. She makes working with her feel easy and intuitive. Highly recommended for anyone seeking a blend of expertise and personal touch in their financial advisor!

I have worked with Alison over the years on her website and branding, and more recently as a…read moreportrait photography subject. She is a pleasure to work with because she is patient and human, treating work as a relationship and not just a transaction. After including her in my Women in Finance portrait project and speaking with her more in depth about her work, it is clear to me that she really cares about her clients and their best interests-- exactly what is needed in a financial adviser.

I've been a client for over a year and can't say enough about the "value-delivered" by Fiat-Lux…read more Founder Kate Wilusz is strategic and proactive - able to bring a 360-degree perspective to assessing your financial planning needs, along with knowledge and experience that will have her thinking 10 Steps ahead of you. She prepared a core financial plan for me that included specific cashflow projections incorporating returns and spending through retirement and beyond. She determined I was over-weighted in a small number of core stocks and provided diversification strategies. She highlighted the potential of dividend stocks throwing off cash to potentially help with cashflow. She had me plug into an assets and spending platform to look at budget and spending scenarios and their impact on retirement. She also "stress tested" the financial plan under a variety of economic assumptions to confirm the plan would hold up (Monti Carlo simulation). She also determined I was underinsured and without an estate plan - and for each of these she, provided pragmatic action steps to get me started, offering whatever level of newbie "handholding" I might want. While the above were the kinds of things I went to her looking for, Kate also did some specific scenario work in connection with a pending divorce. There were many near-team financial unknowns at that moment, and she outlined several very different, but possible outcome scenarios and how I could position myself best for each of them. Bottom line, Kate is very experienced, super smart, transparent and loves the financial planning space as a vehicle to help clients support life goals. I appreciate not only that she paid attention to my needs, but also made the effort to fit my work style. I got clarity and peace of mind with a financial plan to use as starting benchmark, along with her as a resource to continue refining my plan as needed to meet my goals.

This financial advising service is excellent. No sales pitches, commissions, or hidden fees. It's…read morejust what the name says: Advice Only. The staff is intelligent, knowledgeable, articulate and scrupulously secure, keeping your data private and confidential. If you need to plan for retirement, decide if real estate or the stock market is right for you, or arrange for a comfortable financial future balanced with what you find to be important in life, they can set you up to meet your goals. No agenda other than getting you the advice you need, no judgement, and very reasonably priced. Will pay for itself many times over.

Ok so Beth actually makes finances peaceful and fun. I did not think that was possible. She helped…read moreme with my taxes last year (of course I waited till the last minute) and the entire time it was like we were playing a sparkly-fun video game. You know how it is when a subject you normally suck in becomes clear to you? That is what Beth facilitated for me. And she's humble and sweet. Can't beat it! She's also wants the best solution for you. Even though she is a GREAT advisor and when I have the money, I will totally spend it on sessions with her, I was reluctant to drop the money at this juncture for some financial help because I'm in the red... so she made a few suggestions that saved me a lot of money. She's the best!

I met Beth a few years ago when I first purchased a business and I had never been a business owner…read morebefore. She helped me to wrap my head around business finances, how to determine my budget, flushed out what was important to me to prioritize and pointed out that I am my most important employee! Then a year later I participated in one of her group sessions and I got a lot out of that as well. She has many ways of helping people with their finances to meet people where they are in their process. Last year she sent out one of her regular newsletters and she issued a challenge to set a goal for the year. I took that seriously and followed through on my goal of setting a specific budget and working my budget. That helped me imensely to go from an unprofitable year to a profitable one. Beth has made my life better!

Please save yourself from Jennifer Batuyong. Worst customer service ever…read more Jennifer accepted the case on Feb 25th and again on March 1st through phone and email, then telling us she doesn't have time, 10 days before the submission deadline Phone conversation: Feb 25, she accepted the case and sent the secure link which initially didn't work and after back and forth, link sent on Feb 28 We uploaded all docs on March 3rd. No response to 4 follow up emails and 4 phone calls after that until March 25th. Finally quote came on March 25th. I Accepted on April 1st. No response again until I called them and asked for the status. on April 5th she emailed me that: "They normally don't accept clients in March and now we need to file extension because she doesn't have time" She was blaming us for answering to the quote email late!!! I couldn't believe what I saw in the email. I will add all the email screenshots to this review if this company is accusing me of providing inaccurate info.

I have been a client for almost 15 years. They help with…read moredocumentation and explanations regarding my taxes and all of my financials. Fast response and friendly. I work with Richard Limmer and his team.

Starting to Build Our Financial Future: We were new to personal finance and had finally reached a…read moreposition where we could think about saving and investing. Katy offered packages that were perfect for our personal finance journey. She helped us understand the recommendations she was making, so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We saw the many benefits of her guidance and look forward to working with Katy and her team as we grow our family's financial security.

We have been working with Katy for about 7 years now and it has been the absolute best decision…read morewe've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Katy we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. She's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

My company could not have had a worse experience with this firm. In addition to having to catch…read morenumerous mistakes on our tax returns, they cost us $2,400 in penalties to NY state after not properly answering our emails hounding them for TWO MONTHS. If their fee was $5/year I still wouldn't use them again.

IWB has prepared my tax retruns for nearly a decade. In addition, they have provided me with tax…read morerelated real estate and financial advice on numerous occasions. I am very grateful for the work they have done. They are very responsive and always provide sage advice at a reasonable cost. The whole office is wonderful, but I normally work with Kia who is awesome. Thank you IWB! Mark G