Nicotera Wealth Management - Ballston Lake, New York

Nicotera Wealth Management

Nicotera Wealth Management is a highly regarded financial planning firm located at 313 Ushers Rd, Ballston Lake, NY 12019. With a strong commitment to helping clients achieve their financial goals, the company offers a wide range of services, including financial planning. To make appointments more convenient, Nicotera Wealth Management provides both online scheduling and onsite services. The office is also equipped with wheelchair accessible features, such as entrance, parking lot, and restroom.

With an impressive average rating of 5/5 based on 12 reviews on Google My Business, Nicotera Wealth Management has earned a stellar reputation in the community. Clients praise the firm's knowledgeable and friendly staff, as well as their personalized approach to financial planning.

To learn more about how Nicotera Wealth Management can help you reach your financial objectives, visit their website at nicoterawealth.com. You can also reach them by phone at 88776600.

👍 Reviews of Nicotera Wealth Management

S S.

5/5

We've been with Leo since before he started his own company. Leo has made excellent investment recommendations as our goals, life status (marriage, kids, retirement, estate planning, college funding), income levels, and the economy change. Conversations around these topics occur regularly and are initiated by Leo. He is able to explain anything I ask at the appropriate level and does so with patience and humor. Leo is really like family, but is always professional. He is very easy to reach on the phone or email and his staff is equally as warm and professional. We have recommended Leo to many friends and family without hesitation.

Stacey H.

5/5

I have been working with Leo and his company for over 10 years now. He always has my best interest in mind. Changing jobs and whatever is throwing at me I know he will find the best way for my investments. Not only is he very knowledgeable he is funny, kind and really cares about his clients. I always recommend Nicotera Wealth when someone is looking for a financial planner. He doesn't play games and is very straightforward, which is hard to find nowadays. You can't go wrong with Nicotera Wealth!

M S.

5/5

I have been working with Nicotera Wealth for about 10 years and have always been happy with our meetings, recommended strategies, and results. Leo is very responsive and has a common sense approach. He also has the ability to explain complex market aspects in a manner that is easy to understand, which makes meetings very comfortable. I have recommended Nicotera Wealth Management to friends and family and will continue to do so.

Susan W.

5/5

Leo Nicotera has been my financial planner for almost 30 years. He has done well for me. All of these years he has taken into consideration my present and my future and the future of my son, which is most important to me. I truly cannot imagine trusting anyone but Leo with my life savings. Thank you Leo!

Lee-Ann M.

5/5

I've been working with Leo just about a year now, and I couldn't be happier. He's attentive, listens carefully, and makes me feel confident that my money is being used wisely and safely. I've seen notable growth and couldn't recommend him more highly!

Linda A.

5/5

Leo has been my financial advisor for years and I couldn’t enjoy working with him more. He is very attentive, personal and has done a great job managing my portfolio .

Debby

5/5

I interviewed eight financial planners before choosing Leo, and what a great decision I made! Over the twelve years since then, Leo has not only shepherded my assets with great professionalism and skill, he has generously offered his time to assist me as I faced very complex and difficult life and financial situations such as illness and retirement. So much more than a great financial planner, I consider him my extremely wise, patient friend and advisor, and recommend him to all my friends.

Susan D.

5/5

We have worked with Leo for nearly 30 years. He makes sure we understand what he is recommending while discussing plans. He listens to our questions and takes our feelings into consideration.