Schneider Financial Group, Ltd County Rd, Mahopac

Schneider Financial Group, Ltd Reviews

• M

  Megan Shea
  5

  I highly recommend Schneider Financial. Jon, as well as the rest of the staff, is knowledgeable, helpful, organized, and kind. I use Jon for both personal and business accounting and he is always quick to answer my questions and is very thorough. He always has great advice and is very dependable. I have been very happy with Schneider Financial and would recommend to anyone!

  Response from the owner

  Thank you so much. We’re always happy to be a good resource and help our clients anyway we can.

• A

  A P
  5

  Jonathan and his team at Schneider Fin'l are top notch! They are always professional, courteous and super helpful. Jonathan is very knowledgeable and always answers my questions/concerns promptly. I am very happy with the exceptional level of service I consistently receive from him and all members of his staff. Definitely recommend.

  Response from the owner

  Thanks for the recommendation and confidence you have in our team. We love being a great resource for our clients!

• T

  Tricia Decicco
  5

  My family has used Schneider Financial for years. Jon has always been dependable and made time for any of our concerns. His attention to detail and our personal needs surpass our expectations and we are confident in the services we receive from Schneider Financial.

  Response from the owner

  Thanks for always having confidence in us. We're happy to be able to help anyway we can!

• P

  PM D
  5

  Jonathan Schneider has been doing our tax returns for 13 years. He is honest, professional, knowledgeable, always accessible and we trust him implicitly. We highly recommend him and his firm. AAA+

  Response from the owner

  Thank you so much for the vote of confidence. We’re always happy to be a valuable resource for you.

• A

  Andrew Gulmi
  5

  I've been using SFG for over 20yrs for my taxes & tax and investment advice. I can't say enough good tings about them. Jon & his team are always extremely helpful and responsive no matter how niche the question or how busy the time of year. I would highly recommend using their services.

  Response from the owner

  Thanks for your confidence in our team. We always love being your resource or helping to pint you in the direction of the answers you need.

• A

  Alexis Tierney
  5

  Schneider Financials has been servicing me and my business for over 20 years. Their dedication and professionalism is impeccable. The whole team is amazing and I trust them with all my tax needs.

  Response from the owner

  Thanks! We’re happy to help you through the kids times and not as good a times. We always love being a resource for your business and personal needs.

• D

  Dennise Santaniello
  5

  This was our first time dealing with Schneider and Schneider. We had an excellent experience dealing with Laina Angelini. She made the transition very smooth and answered any questions we had.

  Response from the owner

  Thank you for your kind review. We try to make all our clients experiences fell like this. We will definitely let Laina know about the great job she’s doing.

• L

  Laura Polito
  5

  I’m a new client @ Schneider and I’m very happy with the service received and the rapport from the staff especially Madalaina. I know that my finances are in good capable hands with Jonathan and his team.

  Response from the owner

  Thank you so much for the review and we are happy to help you out anyway we can.

• B

  Bobby & V
  5

  We having been going to Schneider Financial Group for at least 15 years now. The entire staff is absolutely wonderful. Jon is just an exceptional person. He is extremely knowledgeable, personable and truly genuine. We treasure and fully trust his advice. We are so thankful and grateful to have Jon and his staff to rely on to handle our financial needs.

  Response from the owner

  Thank you for the kind words. We are happy to be a resource for you throughout all of life's chapters.

• P

  Peter Angione
  5

  My family and I have been customers of Schneider Financial Group for over five years. Schneider Financial Group has been able to meet all our tax needs from basic returns to estate returns and anything else we needed. The staff are knowledgeable, courteous and very available. John and the rest of his staff are available not only during tax season, but also in the off season to answer questions and offer advice. I would recommend john and his team to anyone who needed tax or other financial services.

  Response from the owner

  Thanks Peter. We are happy to be a resource for all our clients during so many different times in their lives. We are glad we have been able to be there for you and your family during some of these times and we look forward to working with you guys for many years to come.