Menz Financial Advisors - Colton (NY)

DrA.J. It’s the best financial organization around, especially Mr. Auby Curtis vice president world banking

Jonah Minkoff-Zern We worked with Joe for a few years. While he was patient working through various issues with us, it felt that he didnt have time to help in the end. Last year he made a mistake filing our taxes - which is OK - mistakes happen - but instead of taking the time to fix it or look into it, he put it back on me to try to figure it out when I received the notification from the State. It took a lot of time and effort for me to figure out what had happened (as Im not an accountant) and when he finally took the time to look and realized that he had made a not insignificant mistake - a mistake that led to us planing financially for a return that was much higher than our actual return; he didnt offer an apology - let alone a discount off a rate that somehow had increased by 50% from the previous year without warning (I found out when I received an invoice). Im sure for other accounts he could do better - for people with more knowledge of the tax system, etc. as I do think he is knowledgeable. It definitely was not a good experience for us in the end.

Taj McWilliams The staff there is very Rude and unprofessional. Peter Amorosi is a disgrace to the town and swears to the public assuming he has authority over us which he has non. Very rude and unprofessional. Star ratings is a 1 for there rude personnel. There is a Cop who violated an auditor’s rights and should be reprimanded. He did no investigation and violated a person’s first amendment right. Fix this Now!!!!!

V Chavez TERRIBLE customer service... I opened an acct online and received a call from a woman asking if I needed help from the bank this year...She NEVER informed me yall were closing my acct do to DocuSign docs that didnt come thru for 3days..I was told by fraud dept to open ANOTHER acct online and was AGAIN told its closed and now I have to go in.....Im not from NY Im from Orlando and I have NEVER IN MY LIFE met more DISENGAGED and JUDGEMENTAL PEOPLE in my LIFE.....I wouldnt recommend this bank to my DOGS....These ppl are SHADY and they lie so watch out

matthew french Professional

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