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Merrill Lynch Financial Advisor Scott Neuberger - Riverhead (NY)

Address: 🏡 450 Old Country Rd, Riverhead, NY 11901, USA
Website: https://advisor.ml.com
Phone : +1 (631) 284-8230
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJV10Nk-2L6IkR_a6eBQzAebM
#New York

David Levine - Carmel Hamlet

John Cerzeto I did a search for Levine to obtain the phone # (Im so bad with remembering #s, old age I guess) & came upon this review in which I felt compelled to insert a posting of my own. So what is the old saying? Another mans "junk" is another mans "treasure?" Its all in the eyes of the beholder. My experiences with David Levine & ALL of their staff "past" & "present" has been nothing short of "amazing". I am a successful business man who does not understand an iota of tax filings, etc. Many years ago, I was introduced to David Levine & Company and I have to say, that not only did they encircle me with their expertise but also alleviated many issues I had in which other accounting firms were unable to resolve. AND, I have saved thousands of dollars over the years in taxes! I would entrust this firm with my sons comic book collection (that someday I am sure will be worth $$ and will be in need of trustworthy & competent accountants). Whats the old saying? "you get what you pay for"
5 /5

Financial Development Center an Extension of Heritage Financial Credit Union - Poughkeepsie

Destinee Mercado Delia and Ms.Jannera are excellent bankers, very helpful, resourceful punctual, and very respectful I loved their services
5 /5

Bowers CPAs & Advisors - Watertown

Karin Scott Bowers & Co. were extremely helpful in our PPP application process. We are a small non-profit with limited in-house resources, and so appreciated this assistance very much. We always felt they were right on top of things, and were instrumental in our success in obtaining these funds. They also had excellent follow-up and responsiveness. In addition, they hosted informative webinars on developing guidance. We felt very fortunate to have a long-standing association with this respected CPA firm.
5 /5

CW Baker-Foltz Insurance - Lockport

John I recently purchased a car and needed the Insurance card before I could register it. Elizabeth and Andrea understood my situation and were able to help. Within minutes I had the card in my hand. They went out of their way to help! It is great doing business with someone who truly cares about you.
5 /5

Express Capital Financing - Brooklyn

IB Management My experience working with Jim Lam and Ryan Lo at Express Capital Financing has been excellent. Both of these guys understand teamwork and work very hard to reach the common goal of the client’s success. This company gets things done for clients, and truly goes above and beyond with great integrity and transparency. I look forward to helping more clients with Express Capital Financing.
5 /5