Merrill Lynch Financial Advisor Agne Rakauskas - Riverhead (NY)

Mark Wuerschmidt Excellent as usual, recommend them as we have had great experience with them for many years.

judy mack I visit this office every time to pay our water/sewer bill, and taxes. Everyone that works in this office has been very pleasant to me. Thank you, and keep up the good work.

Alyssa Hartman Draven helped me so much with getting my insurance lowered. He answered all my questions in a very timely manner, I never went more than 5 hours without hearing from him with answers. He is extremely kind and helpful in all ways!!! 10/10 recommend!!!

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.

Lyn Bauer Throughout the past decade, Dave has continued to make my money grow, through the ups and downs of the markets and our economy. Solid sense over time makes for the BEST of the best financial advisors. That’s why Dave ranks as one of the best financial advisors in the nation! Bravo to Seven Bridges Wealth Advisors and his incredible staff!

jennifer bull Kristen Barrett and her team of Jennifer and Julia do an exquisite job of helping me with my small business retirement needs (staff under 20 employees). They are responsive and knowledgeable for my employees and my professional staff. My trust in them has grown over a 14 year relationship beyond what I could’ve imagined.