Birch Wealth Management - Rome (NY)

Rusty Shackleford Beautifully updated lobby since Ive last been.

S Cohen Solid investment advice from my 20 years dealing with the firm, professional financial services and good local people with experience in the industry. If you want someone to answer your calls locally, accountable and professional, Merrill Lynch in Binghamton is well worth consideration in my experience.

Mrs. Burke I think her name was Renay. She was amazing. Told me exactly what I needed to hear about getting mortgage ready.

Alexander Albacete First time filing my taxes here and I recommend anybody needing to file taxes or have any questions to stop by and check them out. My tax preparer was Joann and she was great. She was very knowledgeable and helpful to all my questions. I didn’t get a chance to get the lady at the front desk name but she was also so nice and polite. I’ve already told my friends and family about how good they are I don’t think I’ll ever go anywhere else...

Brian Di Palma Had a great experience here. Nicholas and the manager (didn’t get his name) were very helpful and they deserve a shout out!!

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David