Merrill Lynch Financial Advisor LuAnn Losito - Utica (NY)

Elizabeth Rickard After waiting 20 minutes for the single teller to wait on me I must say that teller deserves a raise and a promotion. The second working teller left for lunch while the place was jammed with people inside and out. The working teller kept his cool was polite, helpful, (he assisted me on an transaction unfamiliar to him), and competent. He dispatched with me in a few short minutes. Any business would be lucky to have him and Im sorry I didnt get his name.

Susan Su Great seminar, very informative and I learnt new way to save tax money!

Cheryl Richardson Gray & Gray has handled our business accounting, payroll, and income taxes for the past 4 years. They are very responsive to our needs and clearly explain all accounting documents and figures. Dawn in Payroll is a pleasure to work with. She is always patient and accurate with our payroll!

Christian Martinez The Icono team is the best! My experience with them over the past few years has been invaluable. Their guidance has always been thoughtful, reliable, and focused on all of my financial goals. I’m grateful for the partnership and highly recommend their services to anyone looking for an experienced and trusted financial planning and wealth management team.

Krista Wiley All the employees are very pleasant and try their best to be helpful at all times