Merrill Lynch Financial Advisor Shaheen Soltankhah - Kingston (NY)

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.

Lynn Mcdonough Professional Friendly and very knowledgeable Team members make for a stress free ongoing experience!

john patti Shawn is very knowledgeable and makes it clear that there isn’t just one answer for everyone. He makes sure he understands your individual circumstances and goals.