Merrill Lynch Wealth Management - Batavia (NY)

Vicki Guidice Ive worked with Brighton Securities for quite a few years first with George and now with Jennifer Snyder. They provide great advice and manage our money very well. They always return calls promptly even though we dont have a huge portfolio. I get my taxes done with them as well and the tax department is efficient. Very nice people to work with and I know they are trying to make my money go as far as it can.

Dalitzza Velez Excellent

Cheesypoofninja April did our taxes this year, and she was incredible! Very knowledgeable and kind. Jackson Hewitt made a smart decision hiring her!

Jennifer Safian I am a divorce mediator and some of my clients have needed help with their finances. Valerie Adelman takes her clients needs at heart in addition to being the best professional you would want to have helping you with your finances. I highly recommend her services.

LaShonda McPherson I would like to think Joanna Sep for all of her help. She is always very friendly and knowledgeable. She helped me with opening up a checking account for my teenager today. After she got the information that she needed from me, she even called me back so I could do a DocuSign over the phone. This credit union is very Fortunate to have a representative with wonderful customer service. I appreciate you, Joanna…. Thank You

Jim Brule A truly robust and knowledgeable practice. They are very responsive to concerns, proactive in their approach, and calm in their strategies. Highly recommended!