Cooper Arias, LLP - Monticello (NY)

Steven Peer I have used Mertiri & Associates for years now and they are by far the best accountants I have ever worked with. Ed and Ervin always are available to communicate if I ever need something and have always resolved any issues I’ve had. Highly recommended if you want to start saving money on your taxes and not get taken advantage of by other accountants who don’t know what they are doing. Thank you again for everything!

Rich Lang Great staff, decent mid level regional bank. Honestly it would be better if their Tech was more like the bigger banks. My current balance vs available balance rarely match. It’s a slow system… pending transactions are also finicky… otherwise they hold my money and if there ever is a problem its resolved fast and satisfactorily.

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

Graysen Betts My wife and I have had an outstanding experience with Sage-Rutty Advisors. From day one, their team has gone above and beyond to help us feel confident and secure in our financial future. They’ve provided expert, personalized guidance with our budgeting, retirement planning, and investment management. A special thank you to Craig—he has truly been the best. His knowledge, patience, and ability to explain complex financial concepts in a way that makes sense has made all the difference. We genuinely trust his advice and appreciate how deeply he cares about helping us reach our goals. Sage-Rutty is a top-notch firm with top-tier people. We highly recommend them to anyone looking for smart, steady, and trustworthy financial guidance.