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

Ally Cummings Amazing! Tax season can be stressful and when you add multiple states and jobs to the year, that takes the stress to a new level. Skye Financial Services made filing my taxes easy, they explained everything to me when I had questions, and even a scheduled a second follow up so they could look through it all with a fine tooth comb to set me at ease. I would recommend them to anyone who needs help with their taxes and will definitely use them again when filing in 2023.

Dakota Platt John Delvecchio was great to work with. He cared about my case deeply and did whatever it took and tried his absolute best for my desired outcome. Appreciate everything, was a real pleasure. Thank you for everything. Definitely one of if not the best lawyer in the area

Lugene Duso Tony Dannibale, NBT Bank, 1125, State RTE 222, Cortland, NY AVP, Retail Market Manager, was a true pleasure to work with and went above and beyond in helping me during the covid lockdown. I would highly recommend his branch to anyone that is looking for a personal contact that will get the job done!

sarah livingston I would reccomend Gini and her team to anyone!! Smart, reliable, and personable!

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.

David Meyerson This is a great company to work with. They are very knowledgeable and easy to work with. I highly recommend them.