Jeff Bank - Monticello (NY)

Bheshana Ramsaroop Alexander Bresnick (Branch Manager) is really great… Very patient, very knowledgeable and helpful.. Thank you so much for your help. I would definitely recommend anyone to visit the Troy Branch.

Shauna McIntyre If I could leave negative stars, I would! This company is the worst. And God forbid you ask to speak to a supervisor. They will NEVER answer in call. And the 72 hours to call you back is a joke! They will document your account that they attempted but wont actually call you. This company just wants your money but wont provide you with customer service. They will continue to schedule withdrawals from your bank thousands after accounts and fees have been paid. I dont trust that they wont try to steal that extra money. You will be better off negotiating your own balances and payments with the companies you owe and actually be able to save money in the long run. The fees you pay this company end up costing you just as much as the financial balances you submit. Save your money time and respect because this company does not care about their clients, just the money that can steal from them. Global holdings will sift money from your account without documentation of what its for, beware, and watch your funds!

Peter Wallin I’ve been a happy client for several years. I appreciate the regular and thoughtful market condition emails.

Jason My wife and I have gone to Sarah Lindsell for the last few years, for both personal and business filings. I cannot express the amount of gratitude for her communication and customer service. If you want taxes done right, and questions answers honestly and correctly, hire her as your CPA.

Marian Abrokwa Very informative. Boosted my credit all the way up!!! I’m so grateful!!!

Larissa Peñalo Anthony is a talented, hard working, results oriented professional who Ive enjoyed working with since we met. I was introduced to him during the pandemic, yet despite all the hardships and challenges at that time, he was the silver lining for my family, friends, and I bringing positive impact and financial guidance to all of us. I am truly grateful for his assistance and recommend him at any chance I get. Not only is Anthony is genuine, reliable, and honest, he is well versed and highly educated in his field. He listens to your needs and takes the time to guide you through every step while addressing any issues or concerns you may have along the way. Anthonys expertise, exceptional communication skills, and attention to detail set him apart from others in the industry. Id highly recommended him as anyone would benefit from his knowledge and dedication.