Merrill Lynch Wealth Management - Poughkeepsie (NY)

Robert Spanley They have been helpful with needs and he explained everything to me.

C An overall professional and friendly experience. Mark and his staff are friendly and I was able to simply bring in my forms and sign a few papers during a single ~10 minute appointment. I received my return as a direct deposit and it came very quickly which was very convenient!

Tiger Wong Youfu Business Alliance is a trustworthy and professional team! I didnt know much about life insurance before, and I was always worried about buying the wrong product or not having adequate protection. But here, the consultant patiently understood my needs and tailored a suitable life insurance plan for me. He also provided me with a detailed retirement plan, which made me more confident about my future life. The whole process was very professional and the service was sincere. I highly recommend it to friends who need life insurance or retirement planning.

Marco Berna Great Service and advice. Isaac is very knowledgeable, responsive and does an exceptional job!

Jayh Hickman I have been going to H&R Block for the past eleven years and I have always been happy with the people that help me. They always make sure that I got the most return.

Klim Kavall Financial advice, retirement assistance, and other forms of wealth management all under one roof! Steve and Alex are awesome!

Jennifer M I am so thankful and grateful to have been under the guidance and expertise of Joe May and his team. Joe is dedicated and passionate about making dreams come true and it does not go unnoticed. Truly thankful to you and your team, Joe. My dream of home ownership came true because of you and Im truly grateful. My family thanks you.