Diversified Wealth Strategies, LLC - East Syracuse (NY)

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.

Wendy Roth I was going to Catholic Charities in Lockport on a regular basis and then all of a sudden all the counselors where leaving. Two weeks before my counselor left, she said she would talk to someone in the Albion office to she if I could transfer there. She called and the person never called her back and I called the person and it took two weeks for her to call me back. It the meantime I did get connected to another counselor but had to wait a month before I could see her. I was leary to get hooked up with Catholic Charities in Albion in case their office would close down too. I want you to know whatever is happening with funding that you put your clients at a high risk. I am going thru a crisis and I had to wait a month to see someone and then on top of that I will have to start all over again developing a new and trusting relationship with my counselor. Going thru this gives me high anxiety and I usually end up losing ground with the progress I have made. Needless to say, I will not recommend Catholic Charities to anyone I know. You just rip the carpet out from beneath us and think that some of your clients will not suffer. I just wonder what happened to all the other clients that were being seen in Lockport because there are not a lot of places to be seen in Niagara or Orleans country. I live in Medina so Lockport worked great for me. I hope this gives some of the higher ups at Catholic Charities something to think about when you make decisions that affect a lot of other peoples lives.

Mike Aguiar I opened an account with Trustco to handle international wire transfers. Berkley and MacKenzie have been exceptional in their friendly and professional services. Being always greeted by name is a bonus that is much appreciated.Catskill, NY branch.

Tammy Graham I have multiple accounts with Chemung and I love the girls up on the Hanshaw branch near my office. Unlike a previous bank I had, its nice to see the same faces every time I go in. There is no employee turn-around here which says a lot for the bank. There are just a few tweaks that I wish the checking accounts could do.