Great American Financial Services - Roslyn Heights (NY)

Dylan Stark Called to ask a simple question on if they can provide me a service and was hung up on.

S Cohen Solid investment advice from my 20 years dealing with the firm, professional financial services and good local people with experience in the industry. If you want someone to answer your calls locally, accountable and professional, Merrill Lynch in Binghamton is well worth consideration in my experience.

Lisa DeCarlo We love our space at the Arnold Gregory Complex, our Church is located there with Services on Fridays at 7pm. The Owner and his Employees are very nice as well!

Suman Khanna Great service and financial education.

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.

patrick julian Nicole Taylor in New Hartford branch is knowledgeable , professional and caring. Always called to update and answered my calls immediately. Knew I was in time constraint and made sure it got done. Thank you Nicole

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.

Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.

Donna Pepin Ive been a customer for over five years, and its the best bank, with the most professional, and kind staff who go the extra mile for you, Everytime! Thank you all!