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    3 years ago

    Very helpful in investing for retirement and future. Great communication and helpful advice and insights.

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    8 months ago

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    People searched for Financial Advising 483 times last month within 15 miles of this business.

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    Joseph M Bochicchio

    Joseph M Bochicchio

    (3 reviews)

    Ballantyne

    I couldn't even get to the part of hiring this guy, because I found them so hugely unprofessional…read moreand immature. When I inquired, they sent me a returned email that Debbie was going to return my call to set up an appointment for the following week. She never did. Instead, I had to call back and inquire a second time. There wasn't an apology for my inconvenience or anything to that affect. I was just sort of treated like "next". I didn't like that. I decided to go with a different firm, but I sent this guy a tasteful email detailing why I had chosen not to do business with him. He replied, "When I need someone to tell me how to run my firm, I will call you." I guess a law degree doesn't require maturity.

    I hired Mr. Bochiccio for a Chapter 13 bankruptcy case. He sent several emails that never fully…read moreaddressed my questions. I would ask detailed questions. I wondered why pertinent information was not listed in my trustee plan. 'Don't worry about it' he would say. 'Probably takes time for everything to be included'. He had an answer for everything. Imagine my surprise when my car was repossessed late in the evening!!!! The whole point of filing Chapter 13 was to protect my property! When I attempted to regain possession of my vehicle, Mr. Boccichio gave me lots of reasons why I could never get my car back. Finally, I sought another attorney's opinion. She gave me more information in thirty minutes than I received in 6 months with Mr. Bochiccio. When I questioned him about his practices, providing the information just obtained from the other attorney, he said 'if you like her so much, you can use her!' He followed that up with an email that stated simply 'DO NOT EVER CONTACT ME AGAIN' Kinda surprised me after paying this guy $2000 bucks.

    Spartan Financial Management - Your professional financial advisor and tax professional.

    Spartan Financial Management

    (1 review)

    Highland Creek

    Stay FAR AWAY From this business. This is a FRAUDLENT business. They are the top gas lighter in…read morethis city. They had MY tax information for OVER 8 MONTHS. Didn't DO ANYTHING just lies and yet I am still waiting for the magic of their work to be fulfilled. Services started back in September 2025 and its now March 2026 and NOTHING has been processed. But he collected my money over $3,165 Every month its consistent make-believe updates about my taxes and case. Every month I have to be the proactive one to ask about my status. This company takes zero responsibility or accountability for their actions. Very unorganized and promises the world of what they will do for you. But this company surely can't be trusted. I have over 8 months of evidence and I plan to conduct further legal matters with this case. Because not only do they have my personal information I am uncertain what they would do with it. I know have zero trust for this company and neither should you. I don't ever want anyone to go through this. You have been fully warned.

    From the owner: We are the primary firm that will handle all your financial planning needs, including taxes,…read moreinsurance, and wealth management. We work with assets ranging from 5k to 10MM. We have a vast network. We also work with seniors and Medicare-eligible clients. We work with those who need ACA medical assistance, Entrepreneurial Development, and Legacy Empowerment. We also offer a network for pet insurance.

    Grady Group - financialadvising - Updated May 2026

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