Mazzilli & Associates - Ameriprise Financial Services, LLC - White Plains (NY)

shawn dibello Very disappointed in the way I was treated by the teller on the phone. I called about my account, when I tried to explain to the teller what happened I was cut off twice by her saying, “ I don’t care”. When I asked one other question I was told, “ Just keep an eye on your account”. I hung up and called the Grant Ave branch was treated a thousand times better and they even apologized for what the other teller said to me. I’ll most likely be closing all my accounts soon and going to a different bank. And yes I do know the ride tellers name and did provide it to the second branch.

Tessa Tookes A true joy to work with for my whole family, and we’re talking generations here! So grateful for his empathy, compassion, and ability to chat through complex scenarios for the financially illiterate (me).

Carl Facciponte The Horizon Group is the ONLY firm I would consider to handle my retirement IRA. They are leaders in the industry, have spoken in front of US Government committees about necessary investment reform, and are the sharpest, friendliest group of people Ive ever met. Check em out!

Jessica Hartshorn Frank’s office has done our taxes for years now and we are grateful. Both my husband and I are freelancers and our taxes can be confusing but they take it in stride and charge a fraction of what our former accountant was charging us.

Matthew Liddiard Very personable, listens to your plans and gives you good advice to reach your goals. Excited to plan for the future with JT.