Bryan Covert - Financial Advisor, Ameriprise Financial Services, LLC - Goshen (NY)

Jillian Kulas Geoff took the time to explain everything and is so patient with me !!

Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.

Avona Whyte Mervyn Boone Jr was introduced to me by a friend 10 years ago. I am professional in my field, Teacher, with no financial education except the basic. I was able to build my financial house( getting out of debt, saving for retirement, college savings for my kids, Emergency savings and protect family with life insurance) for my family with the recommendation from Mervyn. He is a honest business man that put clients first interest first. I would definitely recommend doing business with him and his company.

Gail Monso Visited to pay property taxes. Waited on entry line for 45.minutes. Elderly and disabled customers not accommodated even when asked at front desk. clerks were ignoring people standing on.line to enter to help those who were inside and could not ask.a windows clerk in the waiting area for assistance. System not.customer friendly. Many people were from.outside NYC assisting relatives with paying property taxes. No dedicated lines or assistance with people who owed excessive amounts of parking ticket. People and corporations paying property taxes were coming glad with peoples who cars were towed.or.owed extensive.amounts of.parking tickets. law.abiding citizens just want.to.pay taxes. online system was not working. no kiosk in the area dedicated to pay property tax with the assistance of a representative.