Merrill Lynch Wealth Management - Utica (NY)

Maddy Frank Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.

Scott A I wouldnt trust these people with my lunch money

Cristina Crawford The website says open 24 hours. But common sense tells you it is pertaining to the ATM. Never had an issue with this bank location.

Kim Bush In the middle of January I emailed Canale Insurance on a Sunday morning asking for a quote for home owner & vehicle coverage and expected a call or email sometime on Monday. Literally within a few minutes I received an email from Dave. Within a few days it was a done deal! He saved us THOUSANDS OF DOLLARS between home & vehicle insurance!! So, took it one step further and had them file our taxes and our daughters and it was very very reasonable for the cost! Stopped in to sign and pay and they took care of the rest!! Best part is they are right around the corner from our house!!! I have emailed Dave a few times for follow up questions and he’s always responded very quickly!!! Thank you Canale Insurance for taking great care of us!! You’ve got our business!!! Your friends - Jeff & Kim Bush & of course Lauren!!!

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.

Review Squad 11 Excellent service. They take great care of growing & protecting our retirement funds & the app is easy to access! 5/5!