Donald Seifert - Financial Consultant, Ameriprise Financial Services, LLC - Brewster (NY)

Amanda Beasley I received a letter in the mail from them with my street address and a random city, state and zip code which I did not live in. Their letter claimed that I had a violation with the City of West Palm Beach on 9/24/21. I was never in West Palm Beach that day and I have proof. I called and spoke to numerous customer services representatives and provided them with the reference code listed on the letter, but they could not find the account in their system and asked me to call them back "in a week or so" when the glitch was out of their system. I called the City of West Palm Beach myself and they could not locate any citation under my name or on that specific date. They explained that this is not the first time they have heard of this happening. Do not send these people money!

laura ward Horrible upper management and Very disrespectful employees

qflqjrdm I have been a client of Monarch Wealth for more than eight years. During that time, they have always been quick to respond to my inquires and done an excellent job of managing my accounts. I appreciate the fact that they a locally based and that I talk to the same individual whenever I contact them. Finally, they have handled my account with the highest degree of professionalism.

Linda Head Excellent bank to have my accounts friendly nice people

Traven Pelletier A wonderful team of professionals! We are so grateful for their expertise in managing our familys investments! Thank you Melissa & team!