Merrill Lynch Wealth Management - Syracuse (NY)

Steve Kalt Totally dedicated to the client

Rey Reyes Let’s just say this TD Branch at Pelham Parkway knows customer service very well, and customers best interest. I went in to process a transfer, and the banker Fiza, took me readily within minutes of my arrival. As she processed my wire, she also noticed accounts that were not fitting for me as they were unused, she then proceeded with my approval to close the accounts so that I did not have to continue to pay account fees, and also returned a $30 maintenance fee back to me. She’s is great for spotting the lack of usage and seeking my banking interest. Thank you Fiza.

Leisa Santy I cant say enough positive things about this firm during my divorce proceedings. This was a very scary process for me based on my circumstances, and I always felt they were there for me from the start! Wendy Hernandez and Katie Short were my contacts during the process, and they always had quick responses whenever I had questions or concerns. Never did I have to wait for a response. Debra Whitson, who was my lawyer that represented me in court was so professional and she was prepared for the judge. She is a classy lady on top of that! Thank you Wendy, Katie, and Debra for getting me over one of the hardest things Ive had to go through. Your compassion is unforgettable. You listened to what I wanted, which was very important to me! If you are looking for a good divorce team, consider Whitson Law.

Bethany Wolcott Choosing Calderone Insurance was one of the best decisions I’ve made! Recently I had my first accident I was so nervous about how to handle everything since it was the first issue I had. Heather made it so easy for me and painless! The shop she referred me to did an amazing job. Before I knew it I was back in my repaired vehicle like it never happened! Also they have competitive rates! I Highly recommend.

Anthony LoConte My wife and I have been working with Bill Matteson at Upstate Wealth Consulting for all of our insurance and retirement needs. It has been a pleasure working with him and his team. They are extremely professional, knowledgeable and very friendly. Anytime we need any information or need to talk they are always very helpful no mater how many times I call them. Thank you for everything.

Roxanna Hamilton Tim does a fantastic job. He is thorough, details and always in touch. He is transparent about all fees and always available if you have questions. Also, seems to do pretty well for us.

Sam Waite Malik was quite helpful and everything went efficiently.