Edward Jones - Financial Advisor: David R Bergerson, WMCP® - Carmel Hamlet (NY)

Steve Kalt Totally dedicated to the client

Juan Galbani I have banked here since they open. I really like the tellers, management and the building. I always get a smile from Dennis or Matty. Thanks guys. :D

Kim Ganley I highly recommend Invessent! Jarrett, Lidia and Thomas make a great team. They listen, understand my goals and are very attentive. They are thorough in their approach and help me understand the implications of my decisions. No cookie cutter approaches with them. I’m so happy I brought my business to Invessent!

Christopher Booth Outstanding company that made money for us. Mr. Briggs knows his stuff and is very responsive to our questions and concerns.

Michael Beyser Efficient, straightforward. Peter came thru when my previous car went down, got me on the road in a heartbeat. No nonsense. Highly Recommend.

Emma Griffith Staff is always friendly and helpful

John I recently purchased a car and needed the Insurance card before I could register it. Elizabeth and Andrea understood my situation and were able to help. Within minutes I had the card in my hand. They went out of their way to help! It is great doing business with someone who truly cares about you.

Kevin Terry Had a very good experience. Was in and out relatively quickly. A gentleman named Xavier helped me through the process over the phone then shortly after in person. I left with all my questions answered, and confident I had the best plan selected for me. Would 100% recommend this location

jessica johnston It’s alright it holds the money and does what’s needed lol I don’t do loans but they do offer them…