Achilleas Psihudakis - Financial Advisor, Ameriprise Financial Services, LLC - Mineola (NY)

Craig Zachary Been trying to liquidate an account since November 22nd, 2017 after I received notice it would roll into an IRA. Company hasnt been able to deliver to address on profile originally, updated address on 12/28/17 after multiple failures getting to my address. Now its 1/11/18 and I had to call once again to figure out why I havent received payment. Gentleman on the phone had an attitude with me when I got annoyed that despite documentation sent to them to change my address - they still sent it to the old address. We will be going almost two months without receiving anything. I am glad I do not have to utilize this company for investment options anymore.

Luke Laurence Working with Stacy was an extremely fair, efficient, and transparent process. If it wasnt for the timeline in which she was able to operate in, my growing family would have missed out on our forever home. We are grateful and indebted to her and Commercial Express for the service they provide to people with unusual circumstances, like ours were.

Wanda Miller Best bank around.

Dona Giglio Funny story: Sort of sad too, After my husband passed away in 2018 my ex husband of 20+ years past (who always scrutinized every penny earned and spent) recommended Michael McGovern and Modern Bookkeeping to me. I took his advice (the only time ever probably) Thanks to Modern Bookkeeping 5 years later I am retired and without worry. Michael has expert advice in all aspects of financial planning and he made me feel like part of the family. As I take stock and express gratitude it occurs to me that I should let the world know. If you want an honest, reliable and digitally savvy financial care provider give them a call! I am out of state and it never occured to me that I could post a review in another state, duh. Do it now, so you are in a better 2025 tax position!

Alex D If you’re looking for a top-notch CPA, look no further than Tree of Life financial. They’re excellent for all your accounting needs! Edward is incredibly knowledgeable, professional, and always willing to help. Highly recommended!

Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.