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Merrill Lynch Wealth Management - Batavia (NY)

Address: 🏡 21 Masse Pl, Batavia, NY 14020, USA
Phone : +1 (585) 344-3321
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJs93FREPu04kRYHlvlhptAdE
#New York

ServU Federal Credit Union - Bath

Emma Best They helped me get back into my account when it logged me out. A big thanks to them thank you!
5 /5

Herold & Lantern Investments, Inc. - Staten Island

reuben steinman My dads broker,and now mine,love my broker!
5 /5

AJF Accounting & Tax Services - Norwich

Gabe Cruz Steve is great to do your taxes with! I highly recommend going to him! Hes very friendly and professional!
5 /5

Tompkins Financial Advisors - Ithaca

David White My relationship with Thomkins Insurance started when I applied for a HELCO. During that process I spoke to an agent about my home owners policy but decided to stay with Security Mutual. This spring all my policies were up for renewal in June. My previous agent who had been with for years retired. I took that opportunity to look into upgrade my policies and saving Some money. That when I had a conversation with Lisa. She reviewed my policies and found a couple of issues that were costing me extra. I was able to get a refunded on the overcharged items. Lisa came back with premiums on my three policies that saved me some money. I was able to cancel my existing policies and get a full refund. The change over went smoothly and I’m very happy with the results. Thank you
5 /5

Financial Services Center Inc. - Red Hook

Wendy McClenahan The team at FSC is top notch. Sarah and Mike are always up to date on the changing tax laws and provide excellent guidance. They provide stellar service for our family business by managing all the audits, payroll and bookkeeping. Superior service, super responsive, professional and always friendly! I highly recommend FSC for any and all your financial needs!
5 /5

Dannemora Federal Credit Union - Plattsburgh

Robin Beach Rebecca was so friendly and helpful while she was helping me. She explained everything and answered all of my questions! Such a breath of fresh air and she really made my day!
5 /5

David M Chlus - Morgan Stanley - Utica

Susan Smith When I moved my investments to another company boy did I get catch hell from Dave. Not good, would never go back!
1 /5