B. Riley Wealth Tax Services Poughkeepsie, NY - Poughkeepsie (NY)

Wendy Shutter My husband has used Andrew Smith (and his father) as his advisors for most of his life. Now that hes ready to retire its wonderful to see how their planning has paid off with another source of guaranteed income. To some of the negative posts on this site, people should understand that Wells Fargo Advisors is not a bank.

Jason Gabriel Tellers and managers always go out of their way to make my visit a pleasant experience Kristin is amazing

Sara Pines Matt is wonderful to work with. He is patient, respectful, attentive, and kind. Easy to reach and responsive t my many questions. I am old and cant keep up with the research needed to manage my 60 year old portfolio. Matt has helped sell what was no longer profitable, especially foreign stock. He has me develop a portfolio appropriate for my age and financial needs. I feel more calm financially since he i doing the work I can no longer do.

Billy Altman Agent Miguel Castillo could not have been more helpful than he was recently when we needed help in regard to damage done to one of our cars by another driver who was at fault. He helped us navigate the steps involved, and answered all of our questions promptly and efficiently. He also assisted us with an unrelated billing issue and again was extremely courteous and efficient throughout the process.