Identifying professional fully certified financial advice can be challenging…read more Here you will find a team dedicated to long term relationships providing altruistic fiduciary services of great value. Advice personalized and targeted based on time frame horizon and changing needs. All encompassing addressing all aspects of ongoing financial health is the only responsible approach and here you will find the answers to all your questions. The brand is built on a reputation of providing the best advice customized to each client.

From the owner: Our Mission is to create relationships built on trust and mutual respect with families and…read morebusinesses. We will provide the best advice with the highest level of service and product offerings to our clients to facilitate achieving their dreams and goals.

No call back (after wife said he'd call me asap) only to be informed after calling that he isn't…read moretaking new customers Edit: after seeing Ben's response, I only double down on the 1 star. It only took a quick response suggesting a delay. Instead I had to call a 3rd time where he suggested maybe next year. How he can respond saying, new customers should call?? If this is how he manages prospects, hate to be a client. Beware

Ben is amazing! Finding an accountant was a nightmare and from day one Ben was friendly,…read moreprofessional and precise. He answered my " dumb" questions with kindness, and he never EVER rushed me, and ALWAYS johnny on the spot with his responses to my questions all the time EVERY time! Ben helped me with my very small business, and made me feel like my pennies were just as important as any dollars. THANKS Anderson Accounting and Ben :)

I couldn't be happier with Emerald Retirement! I have been with them for several years now and…read moreMatthew Clements is awesome. He goes above and beyond not just helping me with my finances but with so many major changes in my life from the loss of my home through to setting up my Social Security and my retirement. Matthew truly cares and that's hard to find these days.

From the owner: Financial Planning and Investment Management to Families and Business Owners.read more

I would highly recommend David Daniel and his team for all your CPA, bookkeeping and business…read moreneeds. they are very compassionate and professional. With their guidance and knowledge, my business has been able to open a 2nd location and has plans to continue to grow. I greatly appreciate everything that they have been able to guide and teach me in this growth process.

After years of being with my accountant, she had retired and I had to find a new accountant…read more Recommendations from friends resulted in outrageously expensive accountants. I noticed David Daniel's sign on a nearby office building and contacted him. I'm so glad I did! He has been courteous, professional, knowledgeable and extremely thorough. All this for reasonable prices. If you need a personal or professional accountant, I highly recommend David Daniel.

I use the services of Joseph Marino financial adviser at Schneider…read more He is amazing at his job, professional and does what is best for his clients. I was extremely impressed with his knowledge and experience and how he explains the options in great detail. He clearly knows the meaning of fiduciary. I highly recommend him.

From the owner: Schneider Financial Group provides individual tax services, business tax services, payroll…read moreservices, and business advisory services to the Mahopac, NY and greater tri-state area.

I've worked with Julia for 15 years, and I can say I've never met a more capable bookkeeper. Her…read moreattention to detail, knack for forensic accounting, skills at producing step-by-step documentation, thoroughness, responsiveness, and professionalism are of the highest order. Her demeanor and attitude make working with her a joy. I can't recommend Julia enough for any accounting needs.

From the owner: Weekly Bookkeeping Services | Monthly Bookkeeping Services | Quarterly Bookkeeping Services |…read moreYear-end Bookkeeping Services | Historical Clean-up Services | Software Conversion Services | Business Consulting | Project Management

My wife and I are very happy that we have met and started working with Ulana Emerson at Edward…read moreJones. We enjoy meeting with her and find her and her assistant Shannon very pleasant. Ulana has gone above and beyond in helping us even to the point of staying at her office on Christmas Eve waiting on a check that was supposed to be delivered. With the help of Ulana and Edward Jones my wife and I will be able to retire early and enjoy life.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.