Berard & Associates - Ameriprise Financial Services, LLC - White Plains (NY)

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

Craig Schmidt I was very disappointed in this bank. Payed off loan. They were supposed to send payoff and lien release to state. State never got it. I had to jump through hopes to get title. Lousy service.

Mark Girardi Started with them years ago. Tom Curran is the best. Has always giving the best advice . His team is top notch.give his firm a call wont be disappointed.

Evan Heck The service I received from Jennifer Ackerman at liberty tax was exceptional. She was fast, very personable and had a great sense of humor. Usually doing taxes is a task we all avoid for as long as possible but she made the experience very enjoyable. I highly recommend seeing her next season for your tax needs!

Bamboo Cris has been doing our family’s business and individual taxes for years. Cris is awesome! She’s great at what she does. She has guided us in the right direction time and again with her extensive knowledge and has gotten us maximum returns. It’s a pleasure to know and work with her! I’d recommend Taxes R Us to anybody!