KeyBank - Catskill (NY)

Mo O Great place workers are friendly and helpful never had a problem and its also never very crowded very fast dont go anywhere else!

Larissa Boyce I would not buy anything from this place. They dont have the time of day for you, unless they can screw you insanity

Wardwell Sue Unprofessional, lack of communication, lack of doing their job

Deandra Wright They took the professional yet caring approach to aiding me in my journey to my first level of financial freedom. A lot of company’s promise and can’t make good on their promises because of all the hidden fees and tax and just flat out lies. Garden of wealth told me everything upfront and allowed me to make my decision with no pressure and was transparent every step of the way. I’m a big skeptic, I’m skeptical of even the food I consume, so after my research and having a reliable team member always ready and available to answer whatever questions I may have, I decided to join the family. Family is a strong word, but that’s what we are, a reliable, caring, and all around genuine family. The only thing I would change, if I were to change anything is when I decided to join. The sooner the better & closer to your financial goal.

John Cerzeto I did a search for Levine to obtain the phone # (Im so bad with remembering #s, old age I guess) & came upon this review in which I felt compelled to insert a posting of my own. So what is the old saying? Another mans "junk" is another mans "treasure?" Its all in the eyes of the beholder. My experiences with David Levine & ALL of their staff "past" & "present" has been nothing short of "amazing". I am a successful business man who does not understand an iota of tax filings, etc. Many years ago, I was introduced to David Levine & Company and I have to say, that not only did they encircle me with their expertise but also alleviated many issues I had in which other accounting firms were unable to resolve. AND, I have saved thousands of dollars over the years in taxes! I would entrust this firm with my sons comic book collection (that someday I am sure will be worth $$ and will be in need of trustworthy & competent accountants). Whats the old saying? "you get what you pay for"

Serge Ive been a client for years, Allen and D have been extremely helpful and accommodating. Would definitely recommend if youre shopping around for a planner.