CMC Wealth Management - White Plains (NY)

marilyn santiago I have been a customer of PLS for many years and i must say that the service i receive is exceptionally great. The girls and service are outstanding, i recommend everyone i know to go there for all the services offered. Check cashing, paying the bills and sending money . I give PLS 5 stars because they deserve it. Sarisfied customer. Marilyn

Jeanne Pierre Hercules I have been a client of Hercules Financial Services Group for the past 13 years, and the experience has been incredible. They are not only highly effective in their services but also take the time to educate and guide you through any financial challenges you may encounter. I am extremely satisfied with the services my family have received. Hercules Financial Services is my go-to company—not just during tax season, but for all my financial needs.

Alyssa Hartman Draven helped me so much with getting my insurance lowered. He answered all my questions in a very timely manner, I never went more than 5 hours without hearing from him with answers. He is extremely kind and helpful in all ways!!! 10/10 recommend!!!

Gary Langton Despite a rocky start with MHVFCU where my customer service experience was less than stellar, Theresa Higgins took charge of the customer service issue to go above and beyond to resolve my issue. She went out of her way to stay with me while I confirmed my problem was resolved and even later followed up with me by calling me to ensure I hadnt experienced any further issues. Theresa is a credit union superstar who I give an A++ for customer service in this impersonal world of AI bots and AI-driven automated customer service engines that are more frustrating than intelligent! Kudos to Theresa and MHVFCU for their commitment to customer service.

Anne Burns Thomas My husband and I have different levels of financial knowledge and interest in planning, which often made for difficult conversations. Working with Paul and his team has helped us to be on the same page, working through our assumptions and agreeing on directions forward. Although Paul isnt a counselor, the straightforward way that he has approached building our knowledge base and supporting our decision making has had a very positive effect on our financial conversations. I strongly recommend working with LRA.