Martin X. Shields, CFP®, AIF®
Health. Wealth. For Life.
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Bouchey Financial Group
Martin X. Shields, CFP®, AIF®
Saratoga Springs, NY
Serving Clients Nationwide
Health. Wealth. For Life.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Martin X. Shields, CFP®, AIF®
Marty Shields joined Bouchey Financial Group in 2012 and is a valued member of the firm’s leadership team as well as a shareholder in the firm. As Chief Wealth Advisor, Marty mentors our team of wealth managers, sharing his deep expertise and helping them deliver exceptional guidance to clients while acting as their Personal Chief Financial Officer (CFO). He also works directly with individuals, families, and business owners to craft thoughtful, personalized financial plans and provide ongoing wealth management. In addition, Marty leads the firm’s 401(k) and 403(b) retirement plan services, helping businesses and their employees plan for a secure future.Marty brings more than 20 years of experience with prominent fee only wealth management firms, complemented by 14 years in senior management roles within public telecom companies, where he led financial planning and business analysis groups. His extensive background gives him a unique perspective when helping clients navigate complex financial decisions.
Marty earned a Bachelor of Science in Economics from St. Bonaventure University and a Master of Economics from Virginia Tech. He also holds an Executive Certificate in Financial Planning from Georgetown University and is a CERTIFIED FINANCIAL PLANNER™ professional. In 2016, he earned the Accredited Investment Fiduciary® (AIF®) designation, underscoring his commitment to acting in his clients’ best interests.
Dedicated to giving back, Marty currently served as President of the Board of the Capital Region Ronald McDonald House Charities. He has also served on the Board of the Regional Food Bank of Northeastern New York—co chairing their annual Chef & Vintner’s Harvest Dinner—as well as on the boards of the Financial Planning Association of Central Virginia and the Tysons Corner Rotary Club.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
340 Broadway, 3rd Floor Saratoga Springs, NY 12866
Additional Locations
📍 Troy Office: 1819 Fifth Avenue, Troy, NY 12180
📍 Boston Office: 50 North St, Medfield, MA 02052
📍 Remote Office: South Florida Office - Palm Beach County
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Give us a call, send a quick message or Click the 'Book Intro Call' button above and complete the brief form to get in touch. We'll schedule a time to get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Bouchey Financial Group
At Bouchey Financial we believe the more we can make investing and financial planning clear and simple, the more confident our clients can be about the decisions they make.Since 1990 Steven Bouchey has been advising clients and in 1995 he formed Bouchey Financial Group as an SEC Registered Investment Advisor. Today, Bouchey Financial Group manages over $1 billion, providing personalized wealth management services for individuals, families, and businesses.
We place our clients’ interests first. That’s our responsibility and that’s our commitment. Our clients always come first.
Our Services
Bouchey Financial Group provides comprehensive and integrated wealth management solutions, as well as unparalleled depth and sophistication in addressing the most complex aspects of financial planning for individuals, families and businesses.
-Investment Management
-Personal CFO Services
-Financial Planning
-Tax Planning
-Retirement Planning
-Estate Planning
-Equity Compensation Planning
-Business Owners
-Business Legacy Planning
It is our passion for doing what is right for our clients that drives us to develop effective solutions that always put their interests first. Our focus on excellence flows through all the services we provide, and it is what helps build the highest level of trust and confidence with our clients.
Our Team
Our team members at Bouchey Financial Group come from various educational and experiential backgrounds that we have successfully leveraged to build a client centric organization with one focus, our clients’ financial success.
Our unsurpassed work ethic is derived from following the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards.
Let's Connect
With convenient locations in Troy and Saratoga Springs, one of our financial advisors is never far from you. We service clients from throughout the Capital District and beyond.
Do you have a financial plan that works for you? Contact us to schedule a free consultation with one of our financial advisors.
Education
Virginia Tech, Master of Economics; St. Bonaventure University, Bachelor of Science in Economics
Hobbies and Interests
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Women’s Finance
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
My client meeting with Vinnie and Katie
✅ Wealthtender Certified Advisor Review™
Feb 6, 2026
When ever I meet with Vinnie and Katie (and sometimes Paulo), I come away knowing that my portfolio is being well managed. I appreciate that they are proactive, and reach out to me to review my holdings and discuss my financial situation. Every experience I have had with Bouchey has been a positive one.
Relationship to Financial Advisor: Client as of Feb 6, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy & Reliable
✅ Wealthtender Certified Advisor Review™
Jan 30, 2026
The Bouchey Financial Group has earned my trust through their consistent professionalism, communication and approach to results. I am confident that my finances are being managed with genuine care and expertise.
Relationship to Financial Advisor: Client as of Jan 30, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Partner For Your Future Wealth
✅ Wealthtender Certified Advisor Review™
Jan 28, 2026
Highly recommend Bouchey Financial Group. They are great at handling the day-to-day adjustments that keep us moving toward our goals but are also knowledgeable, responsive and take the time to explain things so we can make informed decisions on the bigger strategy.
Relationship to Financial Advisor: Client as of Jan 28, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Service from Bouchey Financial
✅ Wealthtender Certified Advisor Review™
Dec 29, 2025
Staff is wonderful ! We feel very comfortable knowing Bouchey Financial is taking great care our money .. thanks to Paolo and Scott!!
Relationship to Financial Advisor: Client as of Dec 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review of Bouchey Financial Group
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
We have been very impressed and very pleased with the Bouchey Financial Group, with whom we have now worked for 2 years. They have been extremely knowledgeable, pro-active, meticulous and careful, and have worked with us closely and consistently to clearly answer any questions we have. We fully endorse Ryan Bouchey and his excellent team.
Relationship to Financial Advisor: Client as of Dec 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bouchey Financial Group - a trusted company for my investments
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
I moved my IRA to Bouchey Financial Group 5 years ago and I have been so impressed with the entire organization. I'm a person who needs my financial advisor to initiate semi-annual meetings to discuss my portfolio, changes in my lifestyle and income, and other factors that affect my investments. Prior to joining Bouchey, I had to reach out to my financial advisor to set up those meetings. In addition, there was little change in the investments that I had initially made and although they did okay, the increase was not as good as it could have been.
Since I have been with Bouchey, my portfolio returns have exceeded my expectations. I really appreciate the time they take to meet with me on a regular basis and help me with changes to my account. Not only do they have certified financial planners but also have wealth advisors, CPAs and tax planners. Bouchey has regular webinars discussing the economy and the effects on investments which are very useful and informative. I also get an email whenever there are sales or purchases in my portfolio, explaining the rationale for those changes.
Overall, I am thrilled that I moved my account to Bouchey Financial Group and appreciate the services they provide me.
Relationship to Financial Advisor: Client as of Dec 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bouchey Financial Group
✅ Wealthtender Certified Advisor Review™
Dec 6, 2025
I've been with Bouchey for 2 years. They helped me plan my transition into retirement and continue to provide sound financial advice. I have reached out on several occasions for assistance and guidance. They are always responsive to any and all questions.
Relationship to Financial Advisor: Client as of Dec 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great company
✅ Wealthtender Certified Advisor Review™
Dec 6, 2025
We now have been with Bouchey Financial for about 3 years, switched over after our advisor retired. Extremely happy with their response time on different subjects and the whole operation !
Relationship to Financial Advisor: Client as of Dec 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Interested in meeting your needs!
✅ Wealthtender Certified Advisor Review™
Dec 6, 2025
I just want to say that in my profession I have had the opportunity to meet a lot of wealth/financial managers and I have enjoyed working with Ed & Vinnie very much. They are diligent, detailed and have a good pulse on my portfolio. They have introduced some different investments to improve the quality. They seem to be reviewing and adjusting as the market warrants!! I also like the idea of the entire staff review and adjustments So thank you all being my watchdog!!
Relationship to Financial Advisor: Client as of Dec 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Amazing Team of Financial Advisors
✅ Wealthtender Certified Advisor Review™
Dec 3, 2025
We are very happy with our team of advisors. Jamie is fantastic . Scott is always available to talk and answer any questions or concerns we may have, especially tax planning and strategies. We highly recommend Bouchey Financial Group.
Relationship to Financial Advisor: Client as of Dec 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Personalized Competent Service
✅ Wealthtender Certified Advisor Review™
Dec 1, 2025
Several years ago, my husband and I, chose the Bouchey Financial Group for our assets management. We couldn't be happier!! We have received excellent personalized service. The team of professionals at Bouchey are extremely competent and personable. We feel respected and treated like partners in decision making and our portfolio has done very well under their management. We strongly recommend their services.
Relationship to Financial Advisor: Client as of Dec 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Dependable, Honest, Trustworthy
✅ Wealthtender Certified Advisor Review™
Dec 1, 2025
Scott and Katie have been absolutely incredible every step of the way on our financial journey. From helping us plan for our future to annual tax planning, and everywhere in between, they have always provided a personal touch and clearly explained different options to help us make a decision that aligns with our goals. We appreciate their attention to detail, personable approach, and their willingness to explain complex concepts in straightforward terms. If you are thinking about signing on with Bouchey, we recommend it! And we especially recommend Scott and Katie - they are awesome!
Relationship to Financial Advisor: Client as of Dec 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Expertise and Accessibility of Wealth Management advisors
✅ Wealthtender Certified Advisor Review™
Dec 1, 2025
My husband and I take great comfort in knowing the depth of knowledge and expertise Vinnie and Marty possess. They have been easily accessible during several recent life-changing transitions and have successfully advised us through each one. The professionalism and customer service exhibited by the team provide us with great comfort that we have chosen the best firm possible. We are forever grateful for their guidance.
Relationship to Financial Advisor: Client as of Dec 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Cutting Edge Technology and Client’s Goals First
✅ Wealthtender Certified Advisor Review™
Dec 1, 2025
The team at Bouchey Financial Group utilizes cutting edge technology to: develop detailed financial plans for individual clients; present timely webinars on pertinent financial matters from taxes to tariffs to fraud prevention. While the technology is great the best part for me is the personal touch that I get from meeting with my advisers. They are always available by phone or email to answer questions, but when I am sitting
at the table with them it is evident that my financial goals are their top priority.
Relationship to Financial Advisor: Client as of Dec 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Managing our finances with a trusted agent and group.
✅ Wealthtender Certified Advisor Review™
Nov 24, 2025
I’ve known John since he was a teenager, and even then, his integrity and character stood out. That’s why my wife and I have placed our full trust in him to manage our investments and guide our financial planning. We wholeheartedly endorse John and the entire Bouchey Financial Group team to anyone seeking a trusted advisor. They remain deeply dedicated to delivering the warmth and care of a small family business, and that makes all the difference.
Relationship to Financial Advisor: Client as of Nov 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Immediate response
✅ Wealthtender Certified Advisor Review™
Nov 24, 2025
Immediate response, what better service in this business. If I email, I know quick response is forthcoming. If there’s a slight delay it’s because a bit of research is needed.
Relationship to Financial Advisor: Client as of Nov 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Dependable, Educated, and Client-Focused Professionals
✅ Wealthtender Certified Advisor Review™
Nov 24, 2025
I’ve had an awesome experience working with Vinnie and Ed for my accounting and investment management. They are incredibly reliable, always punctual, and consistently go above and beyond to ensure everything is handled correctly and on time. They’re very educated in their field and have a real talent for explaining complex financial topics in a way that feels clear and approachable. They’re also excellent listeners, taking the time to understand my goals and tailor strategies that actually make sense for me. The peace of mind they provide is priceless. If you’re looking for experts you can trust, you won’t find better.
Relationship to Financial Advisor: Client as of Nov 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bouchey Financial Group
✅ Wealthtender Certified Advisor Review™
Nov 24, 2025
My wife and I have been clients of Bouchey Financial Group for close to 10 years now. We have great trust in the team at Bouchey and feel very comfortable that we are in capable hands as we prepare to enter retirement in the next 5 years or so.
Relationship to Financial Advisor: Client as of Nov 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bouchey Financial Servives
✅ Wealthtender Certified Advisor Review™
Nov 19, 2025
If you are looking for an investment advisor, the folks at Bouchey Financial are definitely a firm you should at least meet with before you choose one. In my opinion they really listen to my wife and I regarding our goals and risk tolerances. They get back to us crazy quick when we have a question. In fact, They encourage questions so we are all on the same page. The seminars they give every month are great. They want their customers to be as informed as possible. I also like how they send out updates when markets are volatile or acting a little crazy. These updates keep customers calm and looking at the big picture…not just a daily snapshot. Quarterly reviews with our advisor are always informative and helpful. ( some folks even have them more often). I highly recommend Bouchey Financial.
Relationship to Financial Advisor: Client as of Nov 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Why Bouchey?
✅ Wealthtender Certified Advisor Review™
Nov 16, 2025
What truly sets Bouchey Financial Group apart from our other experiences with financial advisors is their personal approach, strong expertise and open and timely communication. Our team analyzed our investments then set up clear goals for both long and short term objectives. Bouchey created a personalized plan specific to our income, lifestyle and risk tolerance. They have defined how to invest our money to help us prepare for major life events. Bouchey continues to provided expert advice, minimizing our risks, maximizing our returns, truly making our money work for us.
Relationship to Financial Advisor: Client as of Nov 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Financial Advisors
✅ Wealthtender Certified Advisor Review™
Nov 16, 2025
Vinnie and the entire Bouchey team have been absolutely incredible to work with. They covered all of my financial planning needs, including tax planning and end of year taxes, which I thought really differentiated them as a firm. Vinnie and the team constantly help meet our current family needs, while planning for our near and long term savings targets. I can't say enough great things about the team here, I would highly recommend to anyone looking to maximize their financial portfolio. Vinnie, Scott and the whole Bouchey team are just tremendous.
Relationship to Financial Advisor: Client as of Nov 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Absolute Best
✅ Wealthtender Certified Advisor Review™
Nov 16, 2025
We have been with BFG since March 2013. We could not be any happier with the advice, results and personal concern that Steve and company have provided to us. There have been many meetings over 12+ years with Steve, Marty, Paolo and Vinnie. Some meetings for financial planning, some meetings for spending and some meetings to calm us down! If you are considering the services of a financial planner, this group should be at the top of your list.
Relationship to Financial Advisor: Client as of Nov 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Terrific Firm!
✅ Wealthtender Certified Advisor Review™
Nov 10, 2025
We have been investing our funds with Bouchey Financial Group for some time now, and the experience has been outstanding. They operate as a team, working together seamlessly to understand your individual financial planning and investment needs. They have done an amazing job managing our investments. We have seem tremendous growth and could not be more pleased with the results and our experience with their firm. Beyond their financial expertise, their communication and planning services are exceptional. They take the time to explain everything clearly and make sure we always feel informed and confident about our financial decisions. In additional, their tax preparation services have been a huge help, giving us peace of mind knowing everything is handled thoroughly and professionally. We truly value our relationship with Bouchey Financial Group and highly recommend them to anyone looking for a trusted wealth management firm.
Relationship to Financial Advisor: Client as of Nov 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Amazing people to make a great company!
✅ Wealthtender Certified Advisor Review™
Nov 6, 2025
Marty and the entire Bouchey Team have been amazing to work with since the first day we met. Everyone that we have had direct contact with (Lauren, Vinny, Jamie to name a few) have been extremely friendly, educational, transparent, understanding, and very quick to respond to any questions or help needed regarding their services and beyond. This team has given us the confidence and trust to fulfill our goals with the knowledge and expertise they communicate to you. I am very pleased to have invested in a long-term partnership with the Bouchey Financial Group.
Relationship to Financial Advisor: Client as of Nov 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We no longer have the pressure of trying to protect our savings in the ever changing political and economic environment.
✅ Wealthtender Certified Advisor Review™
Nov 5, 2025
It has been a true pleasure working with Marty and the entire team at Bouchey. Putting someone else in charge of your money is terrifying, but it is the best move that we could have made. Marty is available anytime we need him, whether it’s to answer a question or concern, or make a financial transaction.
He handles everything leaving us to live our best life doing whatever it is we want to do.
We can’t thank him and the team at Bouchey enough!
Relationship to Financial Advisor: Client as of Nov 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bouchey Financial Group
✅ Wealthtender Certified Advisor Review™
Nov 5, 2025
My wife and I have been with Steve and his great associates for 30 years. That says it all right there! We have been delighted- always available, kind and smart. Good for another 30 years.
Relationship to Financial Advisor: Client as of Nov 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Annual Portfolio Review
✅ Wealthtender Certified Advisor Review™
Oct 31, 2025
Each year, my wife and I schedule a Financial Plan and portfolio review. I send updated financial data prior to the meeting and Paolo and Vinny have it updated in the software prior to our discussion. Each year our score in the Monte Carlo projections have increased. We are very happy with Paolo, Vinny and the rest of the Bouchey team with the results of their management of our portfolio.
Relationship to Financial Advisor: Client as of Oct 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust the Best
✅ Wealthtender Certified Advisor Review™
Oct 31, 2025
Bouchey financial group is invaluable in planning a future and putting your mind at ease by taking care of the money you have earned through hard work. They are the upmost professionals and also very kind and involve you in all the steps. I highly recommend them!
Relationship to Financial Advisor: Client as of Oct 31, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very knowledgeable and responsive to our individual needs
✅ Wealthtender Certified Advisor Review™
Oct 8, 2025
Steve and the team he has built around him have guided us through several life changes and financial environments. Each team member contributes in a way that is seamless and their expertise is apparent. If they don't have an immediate answer for some of our specific questions or issues, they do the necessary research to provide us with an accurate and well thought out plan of action. Their responsive and professional communication has been excellent, as well as educational, and gives us a sense of security knowing that we are well positioned to achieve our financial goals.
Relationship to Financial Advisor: Client as of Oct 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Pleased to say my money is with Bouchey Financial.
✅ Wealthtender Certified Advisor Review™
Sep 26, 2025
I appreciate how Harmony Wagner has guided my financial journey for 7 or 8 years. She is very responsive and is sure to fully explain my questions. I very much trust her guidance and my money has done exceptionally well. I value her knowledge of the markets, is quick to hold my had when the markets go south on us and guides my monies like it was her own. She's exceptional!
Relationship to Financial Advisor: Client as of Sep 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Helpful and nice
✅ Wealthtender Certified Advisor Review™
Sep 26, 2025
My husband chose Bouchey Financial Group, and I was ambivalent about going forward in this way. As we've worked with them toward our recent retirement, I have grown steadily more appreciative of this decision and now am thankful for all their assistance. I highly recommend this group.
Relationship to Financial Advisor: Client as of Sep 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
OUTSTANDING!! SIMPLY THE BEST!!
✅ Wealthtender Certified Advisor Review™
Sep 26, 2025
As an avid listener of Steven Bouchey's radio program for 30 years, I knew we would include the Bouchey Financial Group in our quest when looking for a financial advisor as we approached retirement.
Once we met with Scott and Katie, we immediately knew that the Bouchey Team, was our team!
Katie Buck and Scott Strohecker are PHENOMENAL! Their exceptional knowledge and professionalism are unsurpassed. They eased all the apprehension and concerns we had about retirement and we trust implicitly all of their financial strategy for our future. Thanks to Katie and Scott, we understand the importance of diversification and are grateful when they clarify any other aspect of our finances where we may need more insight.
They are excellent communicators and answer all of our calls and/or emails in a timely manner.
I have to mention Client Service Manager, Andrea Gearing, who has helped us tremendously with the excessive amount of paperwork that accompanies retirement. She is outstanding!
We feel so blessed to have Scott and Katie working with us! They have removed all of our retirement anxiety and enabled us to happily look forward to the future. They represent the Bouchey Financial Group well and are Simply the Best!!
Relationship to Financial Advisor: Client as of Sep 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Efficiency and results oriented
✅ Wealthtender Certified Advisor Review™
Sep 25, 2025
Thanks to my advisor's wealth of knowledge I am always confident that questions or concerns about my portfolio are fully addressed. I believe individuals managing their own finances as opposed to hiring a financial firm are at a great disadvantage due to the complexity of investing. Hiring Bouchey Financial Group
was a smart decision.
Relationship to Financial Advisor: Client as of Sep 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Making my retirement stress free
✅ Wealthtender Certified Advisor Review™
Sep 22, 2025
Bouchey has provided me with expert financial advice and money management taking the stress out of retiring and worrying about how to plan for the next 30 years! Their guidance is based on superb knowledge and training! They utilize the best tools and are always keeping me informed! They are responsive and address my questions and fiscal requests in a timely manner! I can not say enough good things about all Bouchey’s staff! I will be a client forever and have recommended them to others.
Relationship to Financial Advisor: Client as of Sep 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Reach out to Paolo for Trusted Financial Guidance and Outstanding Results
✅ Wealthtender Certified Advisor Review™
Sep 22, 2025
Paolo at Bouchey Financial Group has been an outstanding financial adviser. He has a remarkable ability to understand my goals and tailor strategies that truly work. Thanks to his guidance, my finances have grown significantly, and I feel much more confident and in control of my future. Paolo combines deep expertise with genuine care—he makes complex financial decisions feel manageable and always takes the time to explain things clearly. I trust him completely and highly recommend him to anyone looking for a knowledgeable and dedicated financial partner.
Relationship to Financial Advisor: Client as of Sep 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Absolutely amazing
✅ Wealthtender Certified Advisor Review™
Sep 18, 2025
Informative and fun. Samantha and Scott are a cut above. Knowledge packaged inside knowledge. I didn’t think I could learn more but I did. In a fun way somehow they did it. Finance and taxes made exciting , imagine that.
Relationship to Financial Advisor: Client as of Sep 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Amazing performance and customer service
✅ Wealthtender Certified Advisor Review™
Sep 18, 2025
Moving my assets over to Bouchey Financial Group was the best financial decision I have ever made. Their top-class team is both attentive and knowledgeable. They made the transition process seamless. Once joining, my advisor Paolo LaPietra has been a true asset to myself and my family. He has walked us through every step we need to achieve our financial goals, while also helping us understand our investment strategy being used to meet those goals. Bouchey Financial Group and their entire team are a true pleasure to work with, and I look forward to working with them for years to come.
Relationship to Financial Advisor: Client as of Sep 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Safe, Secure and closing the window to successful retirement!
✅ Wealthtender Certified Advisor Review™
Sep 8, 2025
As clients for 25 plus years the team at Bouchey Financial Group has helped us navigate creating a financial plan catered to our needs making sure that we are on track for our retirement goals. Through all the ups and downs of the market, and life, they have made sure we felt financially comfortable/secure along the way. We could not be happier with the entire staff who has never failed to have our best interest in mind. Samantha and Scott are fabulous to work with, always available and ready for any concerns we have. We happily have our grown children working with them as well to help secure their futures. Highly recommend working with any of the team!
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.
Could not ask for more..
✅ Wealthtender Certified Advisor Review™
Sep 4, 2025
Bouchey financial group is everything we could have hoped for when seeking out an advisory firm and in all honesty, my husband and I underestimated how much we needed their expertise. Every single member of the staff that we have had the pleasure of interacting with has gone above and beyond. They all provide a level of customer service rarely seen in todays business. We have called them on a whim and whatever we need is taken care of promptly and professionally. They are also so in tune to the what, where and how of the financial world..we have been able to let go of trying to figure out how we ourselves should invest our money. With an understanding of our goals, they invest for us wisely and it has been such a relief for us to leave that part of our lives to the professionals at Bouchey. They are also always willing to share their expertise (when appropriate) with financial decisions outside the realm of investing. We have put our faith and trust in the professionals at Bouchey financial both for the here and now and for the future as we plan for our daughter. Thank you Ryan, Angela, Shelley, Samantha, David and the rest of the professionals at Bouchey..an amazing company that my family will continue to do business with far into the future.
Relationship to Financial Advisor: Client as of Sep 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bouchey Financial Group - best of the best!
✅ Wealthtender Certified Advisor Review™
Aug 29, 2025
As a client, I can honestly say working with Bouchey Financial Group has been outstanding. They are highly professional, dedicated, and truly customer-focused, always taking the time to understand my needs and goals. Their service is meticulous, their follow-up is consistent, and I always feel well taken care of. What stands out most is their genuine commitment to delivering excellent results while making the process clear and stress-free. I have complete confidence in their guidance and truly value the exceptional level of care they provide.
Relationship to Financial Advisor: Client as of Aug 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bouchey Testimonial
✅ Wealthtender Certified Advisor Review™
Aug 22, 2025
After years of looking for the right financial planner, my wife and I heard Steven Bouchey on the radio. We decided to visit Bouchey Financial Services, and we have been with the firm ever since.
During our initial consultation, we were impressed with their concern about our needs while offering several investment options. The entire office staff was friendly and knowledgeable.
We’ve been Bouchey clients for over 15 years and continue to be impressed with their honesty, integrity and professionalism. Not to mention the smart investments and guidance in building our wealth.
Relationship to Financial Advisor: Client as of Aug 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An honest, dedicated, client-centric financial firm.
✅ Wealthtender Certified Advisor Review™
Jul 22, 2025
I've been with Bouchey Financial Group for a number of years now. They offer a truly client-centric approach to your financial wealth. They focus completely on what's best for your personal financial situation. Their client services team are hands-down the best in the business. Their investment approach to your wealth is both prudent and profitable.
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.
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