Merrill Lynch Financial Advisor KYLE WESTERVELT - Binghamton (NY)

Sean Flaherty I have an account with more than one local bank but when I needed a specific signature on a form they were by far the most helpful. Another national brand bank did nothing but waste my time. Not the best interest rates but worth it for the customer service.

Sara Pines Matt is wonderful to work with. He is patient, respectful, attentive, and kind. Easy to reach and responsive t my many questions. I am old and cant keep up with the research needed to manage my 60 year old portfolio. Matt has helped sell what was no longer profitable, especially foreign stock. He has me develop a portfolio appropriate for my age and financial needs. I feel more calm financially since he i doing the work I can no longer do.

Liam Spinrad Have had an amazing experience with Wise financial so far! They have helped me a lot with planning into retirement. I worked with Kyle. Very friendly, willing to answer questions and look into anything you need help with!

Tom Baglio Every

Samuel Munier Im from out of state without an account and they were kind of enough to help me with some basic financial services. Cheers to this team!

Eula English Miguel is knowledgeable and very good at breaking down information in a way that is understandable. I trust his financial expertise to work on my behalf. I recommend to any who is interested in finding a financial advisor who will take your needs into consideration.