Merrick Financial Group LLC - Merrick (NY)

Dallas Jones Since starting work in the plaza, Im at the bank frequently for my job. They are the kind of staff everywhere should employ. Friendly, kind, fast, and efficient. The two younger ladies (the ginger with glasses and the other one with streaks in the front of her hair) are always so passionate! Smiles galore. Theyre considerate, attentive, and they make me laugh everytime Im in. Also, the other lady with the cutest little curls and is usually wearing some of the prettiest jewelry to man... She cracks me up! She recommends me movies to watch when I get home after work, and theyre always good! Overall, the staff here are the best in the business. Would 100% recommended switching to this bank, because theyre just better!

Aron Hirtz Great service & very professional staff. Jacob has been helping us with personal and corporate returns (for 5 years now). Jacob was able to quickly advise on various questions. Would definitely recommend Jacob Lichter & Co. no matter how complicated your returns are!

James Hausler Olivia was the best getting my business account opened. Very professional and great at her job. Keep up the amazing work!!

Greg Komarisky Chris at Edward Jones is a great professional and a trusted source for my family. He is always eager to help and answer any questions that we have about our investments. Amanda and Cheryl in the office are wonderful ladies and always so pleasant!

Damon Trifeletti I’ve been a client of Lou for over 30 years, and in that time, he’s become much more than just my personal accountant—he’s been a trusted guide through every financial chapter of my life. Lou has helped me navigate everything from personal taxes to business filings and even provided valuable insight and direction on financial investments. His integrity, professionalism, and deep knowledge of the ever-changing tax and financial landscape are second to none. He’s always responsive, thorough, and genuinely cares about his clients’ success. Over the years, I’ve recommended Lou to countless friends, family members, and colleagues, and every single one of them has had the same experience—top-tier service and total satisfaction. If you’re looking for someone dependable, smart, and experienced who treats your finances like his own, Lou is the accountant you want in your corner. Simply the best.