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Finance Advising reviews in Cohoes

  • A
    AIFG Capitol Consultants CFP
    I'm a bit of a money management n***.  I've lived on a budget since I was in high school and my credit report is spotless.  But this past spring when my husband and I were looking to buy a house, I had a knot in my stomach wondering if it was the right decision.  We were referred to Don by a friend who has used him as their financial planner for years.  I called and set up a meeting, and received a packet in the mail asking for tax records, net worth information, etc, etc.  It took a few days to collect the information.  We sat down with Don for a free consultation, laid out our household spending reports (yes, I'm that nerdy), bank statements, and retirement account information.  We basically wanted to know, are we doing the right thing to buy a house now, or should we be prioritizing retirement or other things?  He looked things over and then assured us we'd be fine, financially, to buy a house now, and then asked "What else?"  I asked about retirement accounts and he gave me a sense of what different types of accounts do and the tax implications of rollovers, etc, and then asked "What else?"  I asked about stock options and he gave me a fantastic explanation that made sense of it all.  Something that I really appreciated was that in all of his answers he didn't tell me what to do.  None of the answers followed the format of, "Well what you need to do is...," but rather educated me on how things worked and what my options were, and then left it to me to make decisions.

    Since this was a free consultation, I hadn't expected much.  I really thought he would give me a quick run through of "here's what I can do for you," and then set up a (not so free) meeting to actually answer our questions.  To my very pleasant surprise, Don spent an entire hour answering every question I could come up with.  He was just so... nice!  And did I mention it was free?!

    Don has gained my trust and respect, and when those stock options actually turn into some money, he will be the guy we turn for investment options.
    - Jillian C.
  • F
    - Denise R.
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Financial Advisors in Cohoes

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