Interboro Insurance and Income Tax Services - Monticello (NY)

Pat McLoughlin I have been searching for insurance for my grand daughter for the past 3 days and any and all problems of which there was several have been quickly, accurately, professionally and completely resolved to my satisfaction by Agent Debi Guerrieri . I have never worked with such a responsible and friendly agent for insurance that I can remember. It was a pleasure all around. Thanks again Debi.

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.

Cheesypoofninja April did our taxes this year, and she was incredible! Very knowledgeable and kind. Jackson Hewitt made a smart decision hiring her!

Jody Benedict They were really helpful when I went in with a question.

E Cap I have been with Fagan Associates for many years. Dennis and his team continue to impress me. They understand my goals and are frequently tweaking my portfolio as the market changes. I have been with other advisors in the past and they made little to no changes to my account. Also these bank affiliated advisors would always push the garbage that the mother ship was underwriting. Fagan puts my interests at the front of the line as it should be. I have many families members who are with the Fagans and we are extremely happy with their level of service, knowledge and caring. Fagan Associates is the real deal. Thank you Dennis! Ed

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.