UpSkill Wealth Management - Cortland, New York

Tom K.

High praise- Michael always explains in detail the nuances needed for a laypersons understanding of (what I think is) a complex machine. He knows whats important and prioritizes the critical components. He's patient and accessible and has hit every deadline I needed. Seriously, thank you, Mike.

Pam W.

I have known Bret Hartman for many years, we worked together In the past at a financial institution and referred a lot of business to each other. We are now independent contractors Bret in the financial world And myself In real estate. To this day we still refer clients to each other, There is a need today for people to work together. Bret has helped many people with their investments, and works hard for them. Bret is personable, friendly and takes pride in his career. Looking for one of the top notch Financial representatives call Bret Hartman.

Fred C.

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.

Timothy R.

I met with Bret Hartman recently to get started on a financial plan for our family (after putting it off for too long!). Bret was professional, seemed knowledgeable, listened to my questions and concerns, and had a good way of explaining things. I look forward to working with him on our financial future.

Ashe M.

Michael R did my personal and business taxes this year and I am more then impressed. This was my 1st year doing business taxes. He helped me establish good tax practices for future years and also got me back the maximum amount on my personal taxes. He was quick, through, honest and practiced a level of professionalism that I havent experienced from other tax companies. His prices were also very affordable. Great job Michael! Thank you again!

M B.

Bret has been managing my money for a couple of years now and so far I have no complaints . He answers my questions , is knowledgeable and responsive. I started saving later than I wanted but I have confidence he will help me grow my wealth for my retirement .

Melinda M.

Bret is great! He’s personable and very interested in helping you find out what’s in your best financial interest! He’s responsive, diligent, and cares about you as a person! I love Upskill!

Brian N.

Michael prepared my complicated taxes very quickly. The secure messaging, signature, and payment process was so easy and convenient. Excellent!