Merrill Lynch Financial Advisor Melanie Hammond - Kingston (NY)

Jeff W Seamless. Easy. Great interest rate and Todd M. was available to help through the whole process during a very busy time in real estate. Thanks!!

Rebecca Malinowski The Financial Services office at Marist has been nothing but helpful! The staff is always so polite and friendly!!

Bonnie Schissler I have been with Rene since 2007 and he is amazing. He has taken care of all my accounts and does a superb job. He is always available to speak with and has always scheduled meetings with me to go over my accounts and talks to me so that I do understand everything that is being done. I even have my best friend going to him now.

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

Ashley Kuzdzal When no one else could get anything done with my brother being out of state and looking for an attorney to get the work done and help. Jay was there and helped a lot. I got the POA needed for my brother without his presence since he was in another state.