Merrill Lynch Wealth Management - Brooklyn (NY)

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.

Alexander Albacete First time filing my taxes here and I recommend anybody needing to file taxes or have any questions to stop by and check them out. My tax preparer was Joann and she was great. She was very knowledgeable and helpful to all my questions. I didn’t get a chance to get the lady at the front desk name but she was also so nice and polite. I’ve already told my friends and family about how good they are I don’t think I’ll ever go anywhere else...

Dona Giglio Funny story: Sort of sad too, After my husband passed away in 2018 my ex husband of 20+ years past (who always scrutinized every penny earned and spent) recommended Michael McGovern and Modern Bookkeeping to me. I took his advice (the only time ever probably) Thanks to Modern Bookkeeping 5 years later I am retired and without worry. Michael has expert advice in all aspects of financial planning and he made me feel like part of the family. As I take stock and express gratitude it occurs to me that I should let the world know. If you want an honest, reliable and digitally savvy financial care provider give them a call! I am out of state and it never occured to me that I could post a review in another state, duh. Do it now, so you are in a better 2025 tax position!

Jamie Curtis This agency is amazing ! They are not only providing me with excellent rates but amazing service to. They made the process of my first accident as easy as possible. If I ever need anything they are a phone call or email away!

Philip La Bega Me. Fusco did a great job explaining all of my life insurance options to me. I had a million questions and he was very patient. He found the perfect plan for my budget and my needs and made the process simple and easy. I would highly recommend The Fusco Insurance Agency!