David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC - Poughkeepsie (NY)

anthony morro 4th floor Property taxes, The person behind the counter was named Lisa. Help me receive my veterans exemption. Excellent customer service.

Serge Ive been a client for years, Allen and D have been extremely helpful and accommodating. Would definitely recommend if youre shopping around for a planner.

Cathy LaRocca Steven is an in person advisor proficient assessing ones financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.

Jacob Marsh Tyler and Barb are the best! Great customer service and always here to help you with questions!

Scott Thompson I have known a few women that have stayed here. Let me just say this place is very poorly ran. Who ever runs this operation needs to be fired along with the rest of the staff.