Merrill Lynch Financial Advisor Paul McKirgan - White Plains (NY)

anthony morro 4th floor Property taxes, The person behind the counter was named Lisa. Help me receive my veterans exemption. Excellent customer service.

Nora Turcios Wonderful place that helps serve families and communities.

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.

jonny denny Don’t do business with Wells Fargo or they’re associates they will have you jumping through hoops and you’ll regret it

Stephanie Vidal I’ve been a client for almost 10 years and each time had a great experience. Mr. Waters is extremely knowledgeable and is helpful with any questions I have at all times. I highly recommend using them for your tax needs!

Drayon Johnson Ive worked with John for years. He always takes good care of me. Id recommend him to anyone looking for help with financial management.

Ross Behringer Appreciate Garys expertise each year assuring my taxes are filed correctly. My family has trusted him for decades and I do too.