Merrill Lynch Financial Advisor Eric Cassalina - Poughkeepsie (NY)

Robin Collins Simply the best!

LaShonda McPherson I would like to think Joanna Sep for all of her help. She is always very friendly and knowledgeable. She helped me with opening up a checking account for my teenager today. After she got the information that she needed from me, she even called me back so I could do a DocuSign over the phone. This credit union is very Fortunate to have a representative with wonderful customer service. I appreciate you, Joanna…. Thank You

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.

Amber Donofrio I typically go to the Meadow Street branch and always have a positive experience there, but this location on the Commons is really convenient, especially since neither branch is open on Saturdays anymore so it can be harder to fit in a visit in-between work. The issue is that CFCUs "transformation center" is confusing. After a few years, I still dont know what the term "transformation center" even means. Its nice if you just need to use the atm, but its unclear what other services the branch offers or doesnt offer, as its set up more loosely than a typical bank location. Its also sometimes unclear who to speak to and there can be a line as theres only one teller. Im happy we have a location downtown, but wish it was a more traditional branch. I will say the 24-hr atm access is very convenient, though.

Felicity Tiberi I came in to get a typed direct deposit form and everyone was very helpful- especially Haley. She was extremely kind and walked me through everything to get what I needed and upgrade my account. I am very satisfied and I would recommend her to anyone needing assistance with KeyBank. Thank you Haley, your help was much appreciated!

Alex D If you’re looking for a top-notch CPA, look no further than Tree of Life financial. They’re excellent for all your accounting needs! Edward is incredibly knowledgeable, professional, and always willing to help. Highly recommended!

Josh I met Danny many years ago, helped me out of a tough situation and set me on the right path. His guidance and advice has been invaluable ever since recommend working with him in anyway possible!