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Finance Advising reviews in Cornwall

  • A
    Vacation Ownership Consultants
    VOC was very professional, explained exactly what was going to happen and delivered what they promised well ahead of the anticipated schedule. Excellent to work with.
    - jim c.
  • A
    Upper Left Wealth Management
    Very well. Even though services probably not right for my situation Randy was courteous, helpful and answered all my questions.
    - Bill K.
  • A
    Upper Left Wealth Management
    My wife and I had a consultation with Randy back in June. We were extremely pleased with not only his knowledge, but also the amount of advice he was willing to give for free on an initial call! After our call we felt comfortable with our current financial situation and are acting on some of his suggestions. We wouldn't hesitate to call Randy again if we need more guidance in the future. Thanks, Randy!
    - Chris M.
  • A
    Scoreology
    Scott gave me a lot of valuable information and guidance on the next steps to take in regards to possibly improving my credit score that I would've never known at no cost to me.
    - Tosha N.
  • A
    Scoreology
    Scott Ferrara the owner is a true professional. From the start of the first conversation, I felt secure... His entire staff are helpful, patient and always informative...they have made the entire process seamless..Followed their advice, and in 30 days actually had substantial results..I am still with them and they continue to counsel me monthly.. educating me on what and what not to do regarding a healthy credit picture.
    - larry p.
  • A
    PALMIERI CO
    The three men that showed up did a great job, exactly what I wanted, very professional. I will hire them again, and highly recommend their services.
    - Toby B.
  • A
    ZBS Group LLP
    When I called for an appointment for the very first time, I was assigned to Michael Zaidman, CPA. I found him to be knowledgeable, professional, efficient, and very pleasant. I will most definitely return.
    - Leslie M.
  • A
    SALVATORE J. D'ALESSIO CPA, LLC
    It was excellent service, his promptness, dedication and well-mannered attitude made it extremely enjoyable. The whole experience was extremely pleasant and made doing taxes bearable.
    - Roberto R.
  • A
    Morris Armstrong, EA
    I've a very successful relationship with him in terms of managing my account. He's been a very hard working financial advisor. I would highly recommend him.
    - Patricia M.
  • A
    ZBS Group LLP
    Every experience is great with them. It is a family business where they really do treat you like family, every time you visit. They really do care about their clients and always make sure that we are getting quality service and the right information. Mike and Dov go through my financials to help me to ensure that I put the right finances where they need to be. My business is going great and I sincerely don't think that I would be as confident in it without ALL of their help.
    - Michael C.
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Financial Advisors in Cornwall

Companies below are listed in alphabetical order.

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