Keywords: Financial merrill lynch financial advisor lisa vedder ny

Merrill Lynch Financial Advisor Lisa Vedder - Poughkeepsie (NY)

Address: 🏡 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone : +1 (845) 431-2273
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJR-e82f4_3YkRKn0j0xBxKwY
#New York

Farm Credit East - Homer

Joshua Gardner Leigh-Ann did an amazing job helping me through the whole process from start to finish. And was very helpful resolving concerns that arose from the process.
5 /5

Davids Check Cashing - Bronx

Mo O Great place workers are friendly and helpful never had a problem and its also never very crowded very fast dont go anywhere else!
5 /5

Broadview Wealth Management - Albany

Wendy OShea This is the new main headquarters for Capcom. It has everything you could need from any of the branches. If they offer the service it can be handle at this location. Capcom does everything to make you feel comfortable and they are very helpful.
5 /5

Harbortown Financial Group LLC. - Hamburg

Brian Becker Reliable, trustworthy and fantastic guidance is my experience with Harbortown Financial Group!
5 /5

Winters Amy a CPA - Cortland

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.
1 /5

Trustco Bank - Ballston Spa

Joan Pott Had a very smooth and painless transaction filing a fraud dispute for unauthorized charges made on my debit card, and then closing my checking account and opening a new one. Mark Hulbert was professional, calm, and reassuring!
5 /5