Access-Independence-Cortland - Cortland (NY)

Fred Cazer It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

Airian Eastman Great and knowledgeable staff, very friendly, fight for disability rights in our community. They are community forward and supportive of all. Always looking to improve the lives of others.

Robert Lieber Awesome people had a great time celebrating 45yrs with them THANK YOU

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.