Advisor Financial Services

May 2023

Exceptional CPA Service with Advisor Financial Services!I recently had the pleasure of working with Advisor Financial Services, and I cannot recommend them highly enough. If you are in need of a top-notch CPA service, look no further. From the moment I engaged with them, it was evident that they are the kind of people you want to do business with.One of the standout features of my experience was working with Dave Luck, a truly knowledgeable professional. Dave guided me through the process of setting up my business with QuickBooks, ensuring a smooth transition and effective financial management. His expertise extended beyond just bookkeeping, as he provided invaluable...read full review

Dec 2017

My husband and I have had the opportunity to rely on David Luck for all of our financial needs in his Chatham, New York, office, for a few years now. We always feel very comfortable working with him. He is very knowledgeable and always ready to assist us when we have a question. We are fortunate to have David Luck for our Financial Advisor and appreciate all that he has done for us!