Komorsky Mason Rothstein - New City (NY)

Stephanie Langer Found Michael Rugers YouTube and blog post regarding inherited IRAs. He gave a more clear and understanding explanation of the 10-year Rule and Designated Eligible Beneficiaries. His posts are more current than any others I found. Michael also responded to my inquiry within 24 hours; which surprised me since I was expecting a later response since I sent my message so close to April 15, assuming he would be busy assisting his paying clients in preparation of tax day and with questions regarding the current bouncing of the stock markets.

Kathy Capron I just purchased a 2020 Ram REBEL!! The people I dealt with are REMARKABLE!! They were very attentive to my needs and met them perfectly!! I highly recommend going there to see what they can do for you!! There was no hassle or stress!! I dealt with Kevin Frantz, Autumn Bailey, Matt Altman,and Casey in service. They are great to work and talk with!! They also have some other exceptional people as well!! Always a pleasure to deal with!!

Fred Cazer It has been our pleasure to work with Bret Hartman for about the last ten years. Over this time, he worked diligently with us to preserve and grow our assets. He has counseled me, and sometimes dissuaded me from making inopportune investments. His knowledge and resources have kept us on track over this time. Bret has faithfully reviewed our accounts with us on a frequent basis, always bringing relevant insight and research into our portfolio positions. His knowledge and outside resource support base are valued guides in our decision making, particularly in these turbulent times. By now our personal relationship has grown to the point that Bret and his family are close, cherished friends.

Jerry Picca We receive great support from Joe Chesna and his team. We are very happy with their investment strategies and support. Definitely a 5 star team!

Hyde A I starting using BofA because my former bank that was local to me shut down. This bank made the process of transferring my funds to BofA and ordering a new debit card completely painless. Big thank you to the staff here.

amir ali Arko was phenomenal quick responses, clear guidance, and zero hasle. He folowed up at every step and made sure I left with everything i needed. Five stars without a doubt!

Avona Whyte Mervyn Boone Jr was introduced to me by a friend 10 years ago. I am professional in my field, Teacher, with no financial education except the basic. I was able to build my financial house( getting out of debt, saving for retirement, college savings for my kids, Emergency savings and protect family with life insurance) for my family with the recommendation from Mervyn. He is a honest business man that put clients first interest first. I would definitely recommend doing business with him and his company.

Ron Vargo Friendly and knowledgeable staff. Do a great job managing client finances for long and short term goals. Awesome team!