Bank of America Financial Center - Bronx (NY)

Lyn Bauer Throughout the past decade, Dave has continued to make my money grow, through the ups and downs of the markets and our economy. Solid sense over time makes for the BEST of the best financial advisors. That’s why Dave ranks as one of the best financial advisors in the nation! Bravo to Seven Bridges Wealth Advisors and his incredible staff!

Miss Hartley They do our taxes there, but we feel like family when we call or walk in for any reason. Carolyn the office manager knows us by voice and is always so sweet and welcoming. Mr. Cumberbatch is so patient and knowledgeable about anything accounting, investing and taxes. My whole family uses them and we would never go anywhere else. Truly a wall street service from a neighborhood firm!

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

Elk Hunter Nice little local, friendly bank

Catherine F Excellent advice, reputable advisors

Janice Moore They are the most caring people. Our regular accountant never filed our taxes and cortland booking helped us refile. At no charge. Thank God there are some good people in this world.