Merrill Lynch Wealth Management - Kingston (NY)

S Cohen Solid investment advice from my 20 years dealing with the firm, professional financial services and good local people with experience in the industry. If you want someone to answer your calls locally, accountable and professional, Merrill Lynch in Binghamton is well worth consideration in my experience.

Bromleys Mom The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the clients own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.

Delia Rosa Very kind

Erin D I absolutely love this location. Everyone I have spoken to and worked with has been very friendly, helpful and accommodating. The tellers here have been able to help where another location, Mahopac, has not. They go the extra mile to provide outstanding customer service and I highly recommend the Carmel location to everyone.

D Very knowledgeable and professional ..worked with my family for years..

DFNY51 Staff at the Monticello branch are great. Attentive to all customer needs. Jessica, Emalee, Simon are the best. Its a pleasure to deal with everyone.

Suzanne Wass We have been with Urist Financial for 30 years and have always been very satisfied with Georges management of our accounts. George and his staff have always been most helpful. George takes the time to explain things until we understand how he and his firm are managing our financial assets.