Merrill Lynch Financial Advisor Scott Neuberger - Riverhead (NY)

Damien Top tier financial advising and more responsive than JP Morgan and Fidelity. Glad I made the switch.

shawn dibello Very disappointed in the way I was treated by the teller on the phone. I called about my account, when I tried to explain to the teller what happened I was cut off twice by her saying, “ I don’t care”. When I asked one other question I was told, “ Just keep an eye on your account”. I hung up and called the Grant Ave branch was treated a thousand times better and they even apologized for what the other teller said to me. I’ll most likely be closing all my accounts soon and going to a different bank. And yes I do know the ride tellers name and did provide it to the second branch.

Maria G Triolo Jay and Casey Williamson are top notch and have taken care of our finances for over 30 years! In addition to their characters and trustworthiness, they are extremely knowledgeable and have the unique ability to take the very complex and explain things in simple and understandable terms.

Tony M Our family has been using Rialto to manage our finances since its inception and couldn’t be happier. They are very smart, responsive, patient, and always give us the time we need to understand investment decisions. As our financial picture gets more complex, we always feel confident that Ethan and the team at Rialto will take good care of us. Don’t hesitate to call them for a consultation.

Elby West Ive been coming here for over 20 years, always professional,courteous and honest. Owner is just a gem of a guy they dont get much better,

Richard Scott David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!

Leisa Santy I cant say enough positive things about this firm during my divorce proceedings. This was a very scary process for me based on my circumstances, and I always felt they were there for me from the start! Wendy Hernandez and Katie Short were my contacts during the process, and they always had quick responses whenever I had questions or concerns. Never did I have to wait for a response. Debra Whitson, who was my lawyer that represented me in court was so professional and she was prepared for the judge. She is a classy lady on top of that! Thank you Wendy, Katie, and Debra for getting me over one of the hardest things Ive had to go through. Your compassion is unforgettable. You listened to what I wanted, which was very important to me! If you are looking for a good divorce team, consider Whitson Law.

Donna H Gene and his team are the best! They give excellent personalized service. We trust them completely and have recommended them to many friends.

Peter Wallin I’ve been a happy client for several years. I appreciate the regular and thoughtful market condition emails.