Seasons of Advice Wealth Management

More than just financial acumen

✅ Wealthtender Certified Advisor Review™

Oct 22, 2025

Greg Hill: We've worked with Charles for many years, with results that met or more often exceeded our expectations, financially speaking. But it's what Charles has provided beyond financial results that makes him really stand out as an advisor. We finish every meeting feeling better than when we started, not because of the "bottom line" but because he is a great listener and has a near magical ability to bring us together when we have conflicting emotions or attitudes towards spending, saving, and the rest of it. Highly recommended.

Relationship to Financial Advisor: Client as of Oct 22, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Greg and Rose

Steady through the long term.

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

For over 30 years we’ve been well supported by Charlie’s knowledge, adaptability, and insight. He’s there to talk when times are shaky and trust wobbles. He’s always found a way to keep us comfortably afloat. It’ s been a good ride.

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Anon

Very thoughtful, holistic approach to wealth management

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

I have been working with Charlie for more than a decade and have been very pleased with his advice, candor and ability to help me plan for the future while thoughtfully managing my finances in the present through a range of major milestones including marriage, parenthood, eldercare and job transitions. He is thoughtful, empathetic and fastidious and so are the members of his team.

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Valerie

Mark is caring, intelligent and never rushes a meeting.

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

I have worked with Mark Dorfman for 20+ years. He has guided me during the loss of my husband as well as the several years since his death. His careful planning of my investments has taken into consideration my needs, my stage of life as well as economic ups and downs. I highly recommend Mark as a personal financial manager.

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Kristine

5 Stars

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

My husband and I have been working with Chris Conigliaro for over 20 years. He has successfully guided us through complex financial decisions with clarity and sound advice. We are now retired and credit Chris for helping us achieve our dreams!

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

J Berger

Professional and Competent

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

I have been a client of SOA since 2019 and I am very comfortable working w Charlie and his very capable staff . He has helped me plan for my future and has managed my investable assets successfully. We meet 4x/year and go over tax plans, estate planning and review allocations. He is also very responsive whenever I reach out anytime during the year. My portfolio has performed well working w Charlie and his team. Charlie understands my financial concerns now and for the future and over the years has given me (financial) peace of mind. I know I am in trusted, competent hands and I highly recommend him.

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Alie G

Recommending Seasons of Advice Wealth Management

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

I have been a client of Chris Conigiliaro’s for over 20 yrs. I began working with him during his days at Ameriprise and went with him when he left to create Season’s of Advice Wealth Management based on my implicit trust in his knowledge, judgement and the positive financial results he produced while handling my portfolio. He and his team are a pleasure to work with helpful, respectful and considerate, demystifying the complex and challenging world of finance and investments (for someone with a creative disorganized mind this has been a godsend) I cannot say enough positive things in regard to Chris & Seasons of Advice, my experience has been entirely positive and Chris has done nothing but grow my portfolio and guide my financial security through the years. I have financial peace of mind thanks to him. I have recommended Chris and the folks at Season’s of Advice to many friends & colleagues through the years and they have had, without exception, the same positive experience and financial growth. I enthusiastically recommend them. ⭐️⭐️⭐️⭐️⭐️

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Chris Jackson

Peace of mind

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

I was fortunate enough to be introduced to Charlie and his team almost a decade ago. During that time, I've experienced many life changes including the buying and selling of my business. This didn't leave me with any bandwidth for financial planning. Charlie and his team have provided me with peace of mind and have served as valuable allies as I began to think seriously about my long-term financial goals and retirement plans. I am grateful for this rewarding relationship and highly recommend Charlie and his team.

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Walter C

Charlie Rocks

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

Charlie has been my financial advisor for 40 years and is the reason I have a healthy retirement portfolio for retirement. Charlie provides investment that is flexible and he continually monitors the market to make adjustments to optimize my portfolio. During our quarterly meetings we discuss recommendations to ensure alignment and goals are on track.

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Sal Vitale

The architect of my well lived life

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

I have worked with Charlie for over 30 years and he and his team are trustworthy, financially creative and always right on with their financial advice. Charlie has guided me through building and growing savings, what kind of insurance I might need in different phases of my life, as well as excellent estate planning. My life would be all the poorer - literally and figuratively - without Charlie.

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Lauren M.

Chris Conigliaro / SOA

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

I have been working with Chris and his team for over 10 years. He is someone I trust. Chris is very good at explaining the plan for my account while also listening to my questions and concerns. I always feel part of the decisions that are made. Saad Tahir and the rest of the people at SOA are all very responsive and helpful when I call or email. All Around Great Team.

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

LP

Attentive, proactive and focused

✅ Wealthtender Certified Advisor Review™

Oct 20, 2025

I have been working with Mark for approximately 15 years. He has helped me tremendously with some of the more mundane aspect of financial health, but also with some much larger issues that I have encountered. From things to helping find great and cost effective insurance coverage, mortgage financing, planning annually for taxes, retirement and rebalancing the portfolio (and looking at it wholly not just the money he manages), has helped to significantly improve my financial well being, peace of mind, and prepare for a comfortable retirement. Highly recommend!

Relationship to Financial Advisor: Client as of Oct 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

John Clifford

A Welcome Addition

✅ Wealthtender Certified Advisor Review™

Sep 10, 2025

Joyce joined my advisement team at Seasons of Advice Wealth Management a few years ago and has been instrumental in providing expertise and helping to facilitate and implement the plan. She is knowledgeable and a pleasure to work with and has a real knack for explaining financial issues that are beyond my limited knowledge. Joyce has been a reliable and trustworthy part of my team at SOAWM and I highly recommend her and SOWM to anyone searching for financial advice.

Relationship to Financial Advisor: Client as of Sep 10, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

EMH

A Trusted Advisor

✅ Wealthtender Certified Advisor Review™

Sep 10, 2025

I've been a client of Charlie for close to a decade and I wholeheartedly recommend him as a financial advisor and manager. For me, the trust I have in Charlie as an advisor is paramount, and he has consistently earned that trust throughout our collaboration. His proactive process for managing my financial life, not just my investments, has been very helpful in making critical decisions regarding retirement, estate planning ,etc. His guidance regarding my investments has consistently had very positive results. Additionally he manages a very professional organization. Working with the professionals and staff at SOAW has always been a pleasure due to their expertise and commitment to customer service. I believe Charlie would be an excellent advisor to anyone, no matter the size of their portfolio, and I enthusiastically recommend him.

Relationship to Financial Advisor: Client as of Sep 10, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

EMH

Charlie Hamowy: The Architect of My Early Escape

✅ Wealthtender Certified Advisor Review™

Sep 8, 2025

Working with Charlie Hamowy for over a decade has been one of the best decisions I’ve made in my life. Thanks to his guidance, expertise, and unwavering support, I was able to achieve something many dream of but few accomplish—early retirement. I am now living my best life, and I truly owe so much of that to Charlie. From the beginning, Charlie took the time to understand where I was in life and crafted an investment and savings strategy that was both realistic and forward-thinking. He not only helped build a solid financial plan, but also challenged me to think about aspects of my future I hadn’t even considered. His insight opened my eyes to possibilities and priorities I might have overlooked on my own. He has a remarkable ability to explain the complexities of the market in a way that’s easy to grasp, always keeping me informed and confident in the decisions we made together. Charlie’s advice has been invaluable, not just in terms of financial returns, but in giving me the peace of mind that my future was in capable hands. His professionalism is matched only by his sincerity and the genuine care he shows for his clients. Over the years, he has become more than just a trusted advisor—he’s become a friend. If you are looking for someone who is smart, strategic, and truly invested in your success, I cannot recommend Charlie Hamowy highly enough. He is the only person that I recommend when my friends are seeking financial advice. He helped make my dream of early retirement a reality, and for that, I am forever grateful.

Relationship to Financial Advisor: Client as of Sep 8, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Otilia M.

Steadying the Ship

✅ Wealthtender Certified Advisor Review™

Sep 8, 2025

Money is an emotional issue, whether you're rich or poor or someplace in between. I am well into my second decade of working with Mark, and continue learning from him about the market and managing my own financial life. His advice over the years has been not solely about the portfolio, but also about such diverse and specific issues as insurance, real estate, and any life choices that involve money. He is always on target and non-judgmental. The quarterly meetings are easy, fun, and informative.

Relationship to Financial Advisor: Client as of Sep 8, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Terry Simerly

Responsive, focused on achieving financial goals to fit my life style, apolitical in choosing financial instruments to match my needs

✅ Wealthtender Certified Advisor Review™

Sep 5, 2025

Mark has been my financial advisor for over 20 years. During that time my portfolio has continued to grow impressively. He listens and is responsive to my inquiries. He has always focused on achieving financial goals to fit my life style. He is completely apolitical in his selection of the financial instruments to meet my needs. Before he makes changes to my portfolio he takes the time to explain the financial instrument and the reasoning behind its selection. Most importantly he always asks for my permission to make the changes. He maintains a good rapport with my accountant by sending, with my permission, information that helps in the preparation of my federal and state tax filings.

Relationship to Financial Advisor: Client as of Sep 5, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

G. Nicholas Textor

SOA Chris Conigliaro

✅ Wealthtender Certified Advisor Review™

Sep 3, 2025

Chris and I have worked together for the past 20 plus years. I have had many opportunities to join other advisors and after reviewing benefits of continuing outweighs changing advisors Chris understands my financial needs and has delivered good advice in these uncertain times He also worked with us on our estate and insurance plans The team working with Chris is attentive and responsive and trustworthy I wholeheartedly recommend SOA Chris Conigliaro to anyone looking for a trustworthy and skilled financial advisor.

Relationship to Financial Advisor: Client as of Sep 3, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Paul Schulman

The one and only financial advisor for our family

✅ Wealthtender Certified Advisor Review™

Sep 3, 2025

Working with Preston Foreman for over 20 years has been one of the best financial decisions we’ve made. My husband and initially were overwhelmed but Preston took the time to understand our goals and created a clear, personalized strategy. Preston consistently communicates and explains complex market shifts in simple terms. Preston truly earned my trust.

Relationship to Financial Advisor: Client as of Sep 3, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Ann Matiash

Trusted Advisor - Highly Recommend

✅ Wealthtender Certified Advisor Review™

Sep 3, 2025

Preston has been our financial advisor for over ten years now, so we've experienced boom times, recessions, career changes, city changes, a major renovation, three property purchases, and a pandemic together! During that time, our investments have steadily grown in Preston's care. More specifically, he has always carefully taken into account our career and retirement plans and appetite for risk when advising us. He's also reliable, responsive and just a great guy. We highly recommend.

Relationship to Financial Advisor: Client as of Sep 3, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Davon Collins

Excellent Planning, Excellent Outcome

✅ Wealthtender Certified Advisor Review™

Sep 2, 2025

I've been working with Mark for over 25 years and from the beginning he helped me establish financial life goals. Goals that we achieved and exceeded thanks to his thoughtful management of my assets. And it wasn't just the investment portfolio, he has assisted with so many other aspects of life including life, health and property insurance, purchase and renovation of homes, and thoughtful analysis of spending patterns. He will truly assist you in a manner that will not only help you achieve your goals, but put your mind at ease.

Relationship to Financial Advisor: Client as of Sep 2, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Mark McElreath

My Money Tree

✅ Wealthtender Certified Advisor Review™

Aug 28, 2025

As soon as I met Mark, I knew I wanted to work with him and have him as my advisor as well as be a close friend… Mark understood my spending habits and has kept my money tree growing. I trust him and SOA explicitly and have been very happy with the results over these last few years…I would highly recommend working with Mark!

Relationship to Financial Advisor: Client as of Aug 28, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Suzanne Golden

Expert Care

✅ Wealthtender Certified Advisor Review™

Aug 28, 2025

In this day and age with so much uncertainty in the financial markets, I’m very comfortable knowing that Mark is looking after my best interests. He has been my financial person for at least 25 years.

Relationship to Financial Advisor: Client as of Aug 28, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Brian Haggerty

Trusted Guidance and Exceptional Results for Over 25 Years

✅ Wealthtender Certified Advisor Review™

Aug 28, 2025

I highly recommend Charlie and the team at SOA. They deliver extraordinary service and exceptional results. My wife, Wendy, and I have had the privilege of working with Charlie for over 25 years, and his guidance has been instrumental in helping us achieve our financial goals. When we first began our relationship, our financial resources were modest. We had just welcomed our first child and wanted to invest wisely while preparing for the future. Charlie helped us establish clear goals and a comprehensive plan that covered savings, investments, insurance, estate planning, and taxes. Over the years, our plans have evolved, and Charlie has been a trusted advisor through every stage — from navigating market downturns to adapting to political and technological change. Supported by his knowledgeable, service-oriented team, Charlie combines thoughtful counsel, leading-edge data and analytics, and a well-honed process that has consistently delivered results. We are deeply grateful for Charlie’s guidance, his professionalism, and the important role he continues to play in our lives.

Relationship to Financial Advisor: Client as of Aug 28, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Howard Wendy Handler

Living my Best Life with Peace of Mind

✅ Wealthtender Certified Advisor Review™

Aug 27, 2025

After leaving a job I’d held for 18 years, I didn’t know what to do with my finances — or my life. Thankfully, I met Charles in 2003, and that was the start of a partnership and journey I can’t imagine my life without. Over the years, he’s guided me through multiple transitions and has consistently brought me peace of mind. Charles is a deep listener — compassionate, professional, personable, collaborative, and incredibly smart. He’s a trusted guide whose approach is always rooted in helping you live your best life. With his quarterly check-ins, we've/I’ve been able to stay proactive and on track. I would recommend Charles to anyone, no matter their background or stage of life.

Relationship to Financial Advisor: Client as of Aug 27, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Karen C.

Excellent Way To Manage Your Financial Life

✅ Wealthtender Certified Advisor Review™

Aug 27, 2025

We've been using Seasons of Advice since 2008 and are very pleased. Charlie and his very capable staff have helped us manage our investable assets, review our tax planning and made sure our estate planning is correct. Our assets under management have grown considerably as a result of the advice we've received. Charlie and his staff are very responsive, patient and are always ready to help. Charlie understands our financial goals and has helped us achieve them. He has made our lives much more comfortable. We highly recommend him.

Relationship to Financial Advisor: Client as of Aug 27, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Bob Gandel

The Wisest Decision We Ever Made

✅ Wealthtender Certified Advisor Review™

Aug 26, 2025

Choosing Charlie as our advisor stands out as one of the wisest and most impactful decisions we’ve made for our financial well-being. For over 30 years, Charlie has provided guidance that goes far beyond just numbers. His approach embodies the philosophy behind his firm, Seasons of Advice—that financial planning is a lifelong journey, with evolving needs and goals at each stage of life. Charlie takes the time to understand our personal goals, not just our portfolios. Whether managing risk, developing a tax-efficient strategy, or navigating retirement, Charlie is always thinking proactively, helping us adapt to life’s seasons with a sense of purpose and balance. Under Charlie’s guidance, our investments have grown steadily. We trust him completely—with our finances and our future. He’s not only an expert in his field; he’s also a true partner and an invaluable resource.

Relationship to Financial Advisor: Client as of Aug 26, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Karen and Gep Abbate

On becoming a client

✅ Wealthtender Certified Advisor Review™

Aug 26, 2025

In 2006, I started thinking about leaving my job and my career to do something that would be interesting and socially worthwhile, but wouldn't pay me a dime. I had no idea whether I could afford to do this. A friend suggested I talk to Charlie, whose guidance over many years had been not only been financially sound, but sensitive to her goals and values. And so my first meeting with Charlie was a conversation about my future. His reaction to my plan was not a simple yes or no, although he gave me that, but a tutorial in how to think about financial planning as support for a person's goals and values. It should surprise no one that by the end of our meeting, I wanted to continue this conversation with Charlie as my guide. And so the tutorial has continued, and I've never regretting taking that step.

Relationship to Financial Advisor: Client as of Aug 26, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Larry S.

Trusted Advisor

✅ Wealthtender Certified Advisor Review™

Aug 20, 2025

I was introduced to Chris in 2001 during an information session at my job. I began working with Chris that year, and he has been my financial advisor ever since. When Christ and team moved to SOA Wealth, there was no question about continuing to work with him. Chris understands my financial objectives, has taken the time to understand my concerns and answer my questions, and has provided solid guidance through the years. I trust his expertise and recommendations and am grateful for the partnership with Chris and his team. They are knowledgeable, professional, thorough, and focused on the best interests of their clients.

Relationship to Financial Advisor: Client as of Aug 20, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Anonymous

Best financial adviser and friend

✅ Wealthtender Certified Advisor Review™

Aug 8, 2025

I have known Preston Forman over 20 years. In the beginning my late husband and I had a very complicated and mix portfolio that was to difficult for us to handle. After meeting Preston, we felt confident that he was going to take care of our portfolio. In good time, Preston's financial expertise our investment portfolio in the right direction. Not only he organized and also balance our portfolio. We have trust Preston's financial insides that has evolved from a professional relationship to a friendship. It is a pleasure to do business this way.

Relationship to Financial Advisor: Client as of Aug 8, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Jaime Martinez

Very Satisfied Clients

✅ Wealthtender Certified Advisor Review™

Aug 8, 2025

Working with Laura Hyman and the Seasons of Advice team has been a pleasure. We have been clients for over ten years and had received not only excellent personal service but also top financial advice on our investments. Laura and the team are readily accessible. She has helped us with pre and post retirement planning. She offers timely meetings to review our financial goals. We highly recommend Laura and the Seasons of Advice team.

Relationship to Financial Advisor: Client as of Aug 8, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

John and Dorian

An Amazing Person

✅ Wealthtender Certified Advisor Review™

Aug 4, 2025

We've worked with Charlie for almost 20 years. In that time, he has done an outstanding job of helping us establish a financial plan to achieve our personal goals, especially as they evolved over our lifetime. Charlie understands how to advise as life cycles change - from marriage and combining assets, to buying a home, ever changing work situations, and getting to retirement, he is always there to help us move forward. He works with us to create our portfolio to match where we are and it has consistently yielded positive results. We have recommended Charlie to many of our friends and family. Charlie has not only been our finical adviser (and rock and sanity) throughout the years but he has become a good friend.

Relationship to Financial Advisor: Client as of Aug 4, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Karen S

Never looked back

✅ Wealthtender Certified Advisor Review™

Aug 4, 2025

I have been wuth SOA since its inception and have know Chris many years prior to that. Guess you can say we have matured together. Chris and his team are responsive, caring, and always willing to listen to my point of view. There is never any pressure to go a certain way . I have always felt secure as their recommendations are followed up with research and I am always provided with information.

Relationship to Financial Advisor: Client as of Aug 4, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

PV

Through the years

✅ Wealthtender Certified Advisor Review™

Jul 30, 2025

Over 35 years ago we literally stumbled opon Mr. Hamowy, who at the time was just starting out. After our initial matter and his penetrating analysis of our situation, we began our lifetime and extraordinary successful relationship with him. Thanks to his efforts, we are living much better in retirement than we did when we were both working. We have recommended him to many people who often thank us for the introduction to him. May those of you who read this review, be fortunate to retain him as your advisor.

Relationship to Financial Advisor: Client as of Jul 30, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Karen and Meyer Gross

I feel well taken care of!

✅ Wealthtender Certified Advisor Review™

Jul 30, 2025

And what a relief. I’ve worked with Mark for about 10 years. Friends made the introduction. In 1987, I purchased a modest, well situated NYC apartment. Twenty years later, I sold and moved to the country. Never having had money to invest, I found myself holding a fair amount of cash, with no clue what to do with it. Now, and for each of the past several years, my savings make healthy, yearly gains with Mark, entrusted manager of my financial well-being! (And yes, he’s smart, worldly, funny and fun.)

Relationship to Financial Advisor: Client as of Jul 30, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Carole Kraus

Smart, trustworthy mensch

✅ Wealthtender Certified Advisor Review™

Jul 30, 2025

After being laid off from a major publishing house, I began working as a freelance editor. Shortly thereafter my husband quit his job to run his own law practice. We were too busy making money to properly manage it. Thankfully, my husband and I were friends with Preston Forman—a smart, trustworthy mensch—who we hired to be our financial advisor. Preston quickly responds to queries and explains complex ideas in a way that even I, who am barely financially literate, can understand. His calm, steady guidance has helped us amass the kind of portfolio that allows us to fully fund our daughter’s college account and save for a comfortable retirement while living well now. If you are seeking a financial advisor, do yourself a favor and hire Preston Forman.

Relationship to Financial Advisor: Client as of Jul 30, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Marcela Landres

Someone I Trust and Recommend Without Hesitation

✅ Wealthtender Certified Advisor Review™

Jul 28, 2025

I was introduced to Chris by a friend, and I couldn’t be more grateful for the connection. From the start, he brought a calm and steady presence to conversations that could have been overwhelming. He takes the time to listen, explain options clearly, and offer thoughtful guidance without ever making things feel rushed or transactional. What I’ve come to appreciate the most is the trust he’s built over time. His approach is measured, informed, and always aligned with what’s best for the long term. I truly wouldn’t be where I am now without his guidance and the support of the excellent team he has around him. His expertise in retirement planning, investment strategy, and tax planning guidance has been invaluable in helping me feel more confident about the future. I’ve been consistently impressed by his professionalism and care, which is why I’ve confidently referred friends and family members to his practice.

Relationship to Financial Advisor: Client as of Jul 28, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Meredith

Our Financial Advisor

✅ Wealthtender Certified Advisor Review™

Jul 28, 2025

Since our involvement with Steve Troccoli our monetary potential has increased dramatically. Steve has consistently kept us apprised about investments, economic events and guided us and our family to financial security for the future. Our thanks to Steve and the personal attention he and his team have given us so we can retire with peace of mind.

Relationship to Financial Advisor: Client as of Jul 28, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Richard and Sandra Reyes-Guerra

A Priceless Collaboration

✅ Wealthtender Certified Advisor Review™

Jul 24, 2025

We've worked with Charlie for over 20 years. During that time, he has done an outstanding job of helping us establish a financial plan to achieve our personal goals. As our lives have changed through decades of employment, raising a family and embracing retirement, Charlie's understanding of forces that impact the economy overall, and his tailoring of our portfolio in response, have consistently yielded positive results. We also appreciate that Seasons of Advice's (SOA's) journey has brought it to a place where socially-inspired investing is an integral part of its vision and strategy. We have recommended Charlie to many of our friends, and we are pleased to say that SOA is now partnering with our adult children to develop sound, achievable financial targets to support their future objectives. Above all, Charlie's warm, approachable manner has made it a joy to work with him through all our seasons.

Relationship to Financial Advisor: Client as of Jul 24, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Gil and Gail Ahye

Financial Dreams Realized

✅ Wealthtender Certified Advisor Review™

Jul 24, 2025

I was referred to Seasons of Advice through a friend several years ago and I've never looked back. My previous advisor had retired and I ended up not hiring another advisor for years until a friend recommended Christopher with great enthusiasm. An appointment was set up to meet and discuss my goals and a financial plan was put in place. I was impressed with his knowledge of the market and his strategic thinking, always focused very specifically on my financial goals. One of my goals was to buy a home in Italy and SOA was integral in making that happen. I am sitting here writing this review from my beautiful home in Umbria. Need I say more?

Relationship to Financial Advisor: Client as of Jul 24, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Joseph Macal

Attentive and thorough financial support

✅ Wealthtender Certified Advisor Review™

Jul 23, 2025

I moved to Seasons of Advice after having a less than ideal experience with another investment firm. With SOA I feel that there is a very attentive and thorough approach to their clients. It's never "set it and forget it" approach and they communicate with me on a regular basis. If I ever need to discuss something outside of our set meetings they are very responsive. I also loved that I was able to focus my investments in areas that aligned with my values. With all this turmoil and uncertainty my portfolio has continued to perform well. I feel in very good hands which is the most important thing!

Relationship to Financial Advisor: Client as of Jul 23, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Jeanne Martel

Peace of Mind in Turbulent Times

✅ Wealthtender Certified Advisor Review™

Jul 23, 2025

Mark has been our financial advisor since 2012. What appealed to us about Mark, besides his calm and intelligent demeanor, is the individual attention he provided. We started working with Mark well in advance of my retirement. He provided clear, solid guidance so that I could move onto the next stage of my life with financial confidence while maintaining our standard of living. Mark responds to our questions and our quarterly meetings are both productive and friendly. We can always depend on Mark for good advisement especially during turbulent times.

Relationship to Financial Advisor: Client as of Jul 23, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Jane E Blackstein and Max Varon

Trust

✅ Wealthtender Certified Advisor Review™

Jul 22, 2025

Charlie has been my financial advisor for more than 25 years. When I started, I was a complete neophyte with no real plan. Charlie never made me feel ignorant, or intimidated. He has been with me through so many ups and downs and life changes, and is someone we trust implicitly to have our best interests at heart. He has guided our finances expertly.Charlie is funny, and knowledgeable, and meets his clients where they are in their financial lives. When I became the steward of my mother's finances, Charlie was invaluable in offering advice, and I have recommended him to several friends. We are lucky to have him.

Relationship to Financial Advisor: Client as of Jul 22, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Elizabeth

A Man for all Seasons

✅ Wealthtender Certified Advisor Review™

Jul 21, 2025

Neither my wife nor I were well-versed in economics or investing when we first met Charlie. Life and careers in NYC kept us busy, and we never took the time to seek professional financial guidance, which we realized left us in a vulnerable position. A trusted neighbor who happened to be the treasurer of our co-op board recommended we speak with Charlie. From our first meeting his expertise and versatility, sense of humor and warmth, and personalized concierge-style approach stood out. That was over 20 years ago. Since then, Charlie and his team have been unwavering in their commitment, meeting with us every quarter, evolving strategies to match our changing goals, and navigating both opportunities and risks with insight and care. Through all the ups and downs of the markets Charlie has provided stability and confidence. We are truly grateful and feel blessed to have had his guidance in protecting and growing our assets over the years. Knowing that he and his team are always looking out for us gives us tremendous peace of mind.

Relationship to Financial Advisor: Client as of Jul 21, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

LM

A Trusted Advisor for over 30 Years

✅ Wealthtender Certified Advisor Review™

Jul 21, 2025

We’ve worked with Charlie for over 30 years, and with his excellent guidance we have enjoyed steady growth of our portfolio through every kind of market. His understanding of our life goals and family needs has allowed us to enjoy the life we want with confidence and peace of mind. Charlie continues to be our trusted partner in helping us achieve financial security

Relationship to Financial Advisor: Client as of Jul 21, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Emelie and Max

Simply the best

✅ Wealthtender Certified Advisor Review™

Jul 21, 2025

Preston has worked with our family for nearly 20 years. In that time he has expertly steered us through the highs and lows of financial cycles as well as supporting key life events. His sage advice and deep partnership cannot be overstated as we moved through the different stages of our lives, with the focus on our goals, not products. Trust, professionalism and caring are the words that come to mind in describing Preston. If anyone is looking for an advisor to guide them through these often complicated matters, do not hesitate to contact him. He has our highest recommendation.

Relationship to Financial Advisor: Client as of Jul 21, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Reid Family

More than a Financial Advisor

✅ Wealthtender Certified Advisor Review™

Jul 18, 2025

We met Steve many years ago at a presentation at our son's nursery school. Our son is now 33. Steve has been with us through many milestones. Buying our first house, sending our kids off to college and in the near future retirement. Not sure how this would have went without Steve's expertise, patience, caring and overall good nature. We are proud to call Steve a friend who is also our financial advisor.

Relationship to Financial Advisor: Client as of Jul 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Vincenza and John

What’s your dream?

✅ Wealthtender Certified Advisor Review™

Jul 18, 2025

I had an aversion to investing until I met Charlie, and maybe I was in a month before the market tanked twenty percent. I am one of SOA’s smaller clients, yet Charlie took every one of my many whining phone calls, and listened, too, as I quoted newspaper articles about the market’s coming demise. And then my money grew back, and then some. I’m in a socially conscious class of investments, which makes me feel like a good capitalist, and have had great returns. I’ve been with SOA now for years with brilliant Saad by Charlie’s side. I feel cared for. When we met, Charlie asked what I spent a year, and then what my dreams were if I had the money, and then he made it happen. Also, SOA gives out good pens.

Relationship to Financial Advisor: Client as of Jul 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Leonard

My experience working with Mark Dorfman

✅ Wealthtender Certified Advisor Review™

Jul 18, 2025

I have enjoyed working with Mark for over 30 years. He has always been responsive, insightful and knowledgeable. Even when Mark is out of the office for personal reasons, like vacations or family events, he is quick to respond and to assist. Mark is friendly, has a great sense of humor and is a committed family man. I recommend him without reservation.

Relationship to Financial Advisor: Client as of Jul 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Carl

Trusted advisor and friend

✅ Wealthtender Certified Advisor Review™

Jul 18, 2025

We’ve been working with Preston for over 15 yrs and it has been a fruitful and enriching experience. He is insightful, responsive, steady and measured while also being agile to respond to what’s happening in the market. We’ve been through the recession, job changes, elections, the pandemic, childbirths etc. Preston continues to provide excellent guidance mindful of who we are and what we’ve said we want for our financial future. Through it all, Preston has vindicated our trust and faith in him and our partnership. Aside from the great substantive guidance, Preston is an extended family member. We feel seen, heard and cared about in this relationship as clients and as two people who came from humble beginnings and are building a future to ensure our son has the best we can provide and that we are able to enjoy our golden years in ways that our parents could’ve only dreamed.

Relationship to Financial Advisor: Client as of Jul 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Adrienne Gonzalez

Peace of Mind Using Relatability

✅ Wealthtender Certified Advisor Review™

Jul 18, 2025

It is such a pleasure working with Charlie. He really explains things and works in our interest when it comes to our finances. We, like everyone else, are busy and feel secure knowing Charlie is looking out for our interests. Working with Charlie, we are not only working toward a secure retirement, but a comfortable lifestyle while working to get there. We also are planning for our kids' exciting lives. If you are looking for someone relatable, personable and responsive, look no further. We are so glad we did.

Relationship to Financial Advisor: Client as of Jul 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Sabrina

More than a financial advisor

✅ Wealthtender Certified Advisor Review™

Jul 18, 2025

My husband and I have trusted our financial planning with Preston for many years. He has seen us thru ups and downs of the economy including the 2008 crisis. His professionalism and knowledge of the market continues to give us confidence that working with him is the best decision we made. But not only is he excellent at his job, he has also become a good friend. I highly recommend Preston to anyone who is looking for a financial planner.

Relationship to Financial Advisor: Client as of Jul 18, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Patricia Smith

We feel well taken care of!

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

Mark has been our financial advisor for over 20 years, eventually guiding us into a comfortable retirement! We are so appreciative of the care he gives our portfolio, and that he always responds when we have specific needs or are freaking out about the market. He is friendly, fun, and attentive. We couldn't manage without him.

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Garrison Botts and Joseph Rauen

Excellence is greatly appreciated

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

We worked with mark and co more than 20 years. Attention to detail is consistently impressive. Work is of the highest quality. Mark always delivers outstanding results. And his dedication to excellence is greatly appreciated.

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Niloo maqami

A terrific advisor who listens to your goals then helps you reach them.

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

My wife and I engaged Mark Dorfman's services together about a decade ago. In the time since, we've gotten excellent rates of return, but more importantly, a sound foundation for our future needs—things far beyond specific funds and investments. Through changes in geography, career, and life, he's provided not just great year-over-year gains, but also valuable advice. Moreover, he tailored his approach to fit our needs in a custom way. At this point, Mark is a trusted advisor on a wide range of matters for us. I highly and enthusiastically recommend him.

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.”

Alex Bhattacharji

Steve is the best

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

We've worked with Steve for many years now. He's helped us plan for retirement, navigate buying properties, leaving corporate jobs, opening businesses; all the big life stuff having to do with money. He is hones, kind, caring and understands our goals. Having an expert eye on our money gives me a feeling of safety and security that is extremely important. Highly recommend.

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Carrie

VERY Pleased!

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

I have worked with Mark and co for nearly twenty years and I have been extremely pleased. He takes the time to understand your goals—not just the numbers—and create a strategy that feels tailored and empowering. He's incredibly responsive, patient with questions, and clear in explanations. Best of all, I am very, VERY satisfied with the returns. I have recommended Mark strongly to friends and family, many of whom have taken me up on my suggestion, and are glad they did. Whether it's investment planning, retirement strategies, or just sorting out day-to-day decisions, he brings expertise and empathy to the table. I highly recommend Mark to anyone who values trustworthy advice with a human touch.

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Lance Contrucci

Ensuring You Live Life on Your Terms - Priceless

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

I have known Charles Hamowy for decades. He has managed my husband and my financial assets through several phases of our lives. He has helped us save and invest so we could put our children through college, retire on our terms, and live the life we have always dreamed of. He is now helping us with estate planning and preparing heirs. He is knowledgeable, professional, talented, and trusted. His dedicated and consistent seasonal approach on looking at all aspects of a client’s financial life is priceless. I highly recommend him and his team.

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Dedicated Client

5+ Star

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

**Five-Star Review for My Financial Advisor** I am thrilled to share my experience with Steve. From our very first meeting, it was clear that his integrity sets him apart in the financial industry. He took the time to understand our unique financial situation and goals, demonstrating a genuine commitment to our success. His attention to detail is remarkable; he meticulously analyzed our portfolio and identified opportunities that we hadn't even considered. It's evident that he stays deeply informed about the ever-evolving financial markets, showcasing an impressive depth of knowledge that instills confidence in his recommendations. What truly makes Steve exceptional is his caring nature. He always makes himself available for questions and concerns, ensuring that we never feel rushed or overwhelmed. His intelligence shines through in every discussion, as he explains complex concepts in a way that is easy to understand. Thanks to his guidance, we feel more secure about our financial future than ever. I wholeheartedly recommend Steve to anyone seeking a trustworthy, knowledgeable, and compassionate financial advisor. He has truly made a positive impact on our lives!

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Ciaran Cullen

Good Time Charlie

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

Charles Hamowy has managed our financial assets for the past 35 years and has been a joy to work with. He always approaches an essentially boring subject -- our modest holdings -- with excitement, imagination and a funky sense of humor. As a result, our life has become happier and more abundant. He now oversees our daughter's accounts as well. To us he's more than an advisor, he's a friend. His best advice: "Live your life!"

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

David Felton and Susan Heffron

Accessible Excellence

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

Charlie has been our financial advisor for the past 4 years. He helped us think strategically about how we could maximize our asset holdings and develop a long term strategy for retirement. In a volatile environment he is a calming and thoughtful advisor who helps us think outside the box. We deeply value his counsel and could not recommend him enough.

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Andy and Nanette Marks

A dream without a plan is nothing more than a wish

✅ Wealthtender Certified Advisor Review™

Jul 17, 2025

We have been working with Charlie and his team for nearly 20 years. From private high schools to funding college for 3 children, to wedding plans, to second homes to eventual retirement; Charlie and his team have been instrumental and comforting every step of the way. They made goal setting a priority and helped us achieve our family dreams. Could not recommend them more!

Relationship to Financial Advisor: Client as of Jul 17, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

James and JoAnn Orsini

Many years with SOA

✅ Wealthtender Certified Advisor Review™

Jul 15, 2025

Charles Hamowy and his Seasons of Advice associates have been wonderful custodians of our investment portfolio for 15 years. Through the many ups and downs of the markets, Charles has been a steady and reassuring hand, and a successful one. He has adjusted our holdings appropriately as we age. He has counseled us knowledgeably on other financial decisions. And throughout he has been a delight to work with.

Relationship to Financial Advisor: Client as of Jul 15, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least 5 years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Longtime husband-wife clients

All the pieces came together.....

✅ Wealthtender Certified Advisor Review™

Jul 15, 2025

I met Charles Hamowy in 2008. I was in my 60's still employed as the Director of a not-for-profit, small pre-school. I had a TIAA Cref account and equity in a coop apartment in Chelsea, New York City. My Board of Trustees suggested a financial review, predicting that my retirement was not far off. I retired 16 years later! He immediately advised the following to a Board Committee: Bring my salary up to a level comparable to colleagues in the field. Designate contributions to my 403b account to match my social priorities, Create a SERP (Special Executive Retirement Account) to be awarded upon my retirement. The Committee agreed and I became his Client. I was impressed by his practice of seeing clients 4 times a year for analysis and any adjustments to our goals. He is always available to me and my accountment by phone and/or meeting in person or via Zoom. Our relationship has grown so that I trust that Charlie knows me very well, what my priorities are, and can advise me effectively especially now that I am retired. I highly recommend him...... as I have to my entire family and many friends. He put the puzzle together!

Relationship to Financial Advisor: Client as of Jul 15, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least 5 years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Jean R.

A fine steward of our investments!

✅ Wealthtender Certified Advisor Review™

Jul 15, 2025

For over 15 years, Charles and his team have looked after our financial assets. Through thick and thin, ups and downs, our investments have matured well, even with the inevitable market fluctuations along the way. We couldn't be happier with his stewardship. I cannot recommend Charles Hamowy and Seasons of Advice more highly.

Relationship to Financial Advisor: Client as of Jul 15, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least 5 years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Richard Bram

Peace of Mind Financial Advice

✅ Wealthtender Certified Advisor Review™

Jul 15, 2025

Fifteen+ years of spectacular advice through market ups and downs. We sleep at night knowing Charlie and his team have all seasons of our life in hand. Superb advice and service always. Thank you.

Relationship to Financial Advisor: Client as of Jul 15, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least 5 years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Monika and Richard

Superior & Outstanding Service

✅ Wealthtender Certified Advisor Review™

Jul 15, 2025

We’ve been working with SOA for just over seven years and couldn’t be more satisfied. Charlie, Saad and their team of professionals have been an absolute pleasure to work with—always keeping our best interests at heart. Their financial advice has been consistently sound, thoughtful, reliable and their ability to remain agile and responsive to market changes has helped us achieve steady growth over the years. While we formally meet with the team quarterly, they are always accessible for questions and support. Their responsiveness is exceptional—often near immediate. We greatly value the personal attention we receive from the entire group and have complete confidence in the custodianship of our portfolio.

Relationship to Financial Advisor: Client as of Jul 15, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least 5 years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Annette Jay Bergstein

Charles Hamowy

✅ Wealthtender Certified Advisor Review™

Jul 15, 2025

Charlie has been our financial advisor for almost 30 years and we couldn’t be more pleased with his service and professionalism. He is an exceptional financial planner who has guided us through some of the most challenging financial circumstances. He and his very competent team are tapped into the most up to date financial instruments and, as a result, we are confident that our finances are in great hands. He is always available to discuss issues and concerns (including evenings, weekends, holidays, whatever) and has become a good friend. We would not hesitate to recommend Charlie as a financial advisor/planner. He is the best.

Relationship to Financial Advisor: Client as of Jul 15, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least 5 years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Garry Buff

Made our dreams come true…

✅ Wealthtender Certified Advisor Review™

Jul 15, 2025

We first met Charlie Hamowy when we had no money at all. We had three small children and Charlie helped us map out a financial plan to get our kids through school, pay for weddings and bat mitzvah, and save enough money to retire. Now thirty years later, we are still clients, as are all three of our children, and we are well situated for the retirement of our dreams. Thanks Charlie.

Relationship to Financial Advisor: Client as of Jul 15, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least 5 years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

Early client

Helpful with Life

✅ Wealthtender Certified Advisor Review™

Jul 15, 2025

I not only totally trust that I can rely on Charlie and his team for my financial investments and planning I must shine a light on Seasons of Advice's four quarterly meetings and how helpful they are. Even if you think you don't need them they force you to focus on issues, like impending changes or estate planning and beneficiaries, and the date that approaches every few months is a forced reminder to actually get things done that we humans tend to avoid or procrastinate about. It is his comprehensive way of taking care of my financial life + that I find invaluable! No reservations for a 100% recommendation.

Relationship to Financial Advisor: Client as of Jul 15, 2025

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Disclosure: SOA periodically invites financial planning clients we have served for at least 5 years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.

L. Dubrow

Financial Professionals

Individuals

We Plan for All the Seasons of Your Life.