Morgan Stanley Smith Barney: Barnard Jeffrey - Watertown (NY)

Erin D I absolutely love this location. Everyone I have spoken to and worked with has been very friendly, helpful and accommodating. The tellers here have been able to help where another location, Mahopac, has not. They go the extra mile to provide outstanding customer service and I highly recommend the Carmel location to everyone.

Kathryn DeGroat I was very pleased with the services provided. I had always prepared my own taxes for the past twenty years. I moved to NY last August and knew I needed someone to prepare my taxes. I Googled CPA near me and found Thomson. I called and got an appointment. I provided my information and documentation. They did an excellent job,and were reasonable in their fees. I plan to use them next year,even though my taxes will be less complicated. Very pleased with Thomson.

Melissa Vasquez Do not go to her. She used google translate on my brothers application for DACA, worst translation ever. This was back in 2016, she shouldn’t work on any documentations if she can’t translate them to proper English. Don’t waste your time nor money. Very unprofessional Katiuska Tejeda !!

Debra DaGata Not one office is open past 2pm today (New Years Eve) and they are closed Friday AND Saturday!! Interest rates are almost non-existent. You almost feel like they think they are doing you a favor by cashing a check! Im seriously considering taking all of my money out of there. Very unhappy right now.

julie hoefer Im from a blue collar girl. We dream of even NEEDING a place like this! Anyhow- my middle class family has fallen in deep respect with Shaun at Sgroi. The crew that greets you as you enter or call with questions is incredibly welcoming and kind. These people are knowledgeable and honest and make me feel at ease every time we talk......

Tessa Tookes A true joy to work with for my whole family, and we’re talking generations here! So grateful for his empathy, compassion, and ability to chat through complex scenarios for the financially illiterate (me).

Robert Inwards Ken Fisher has been an excellent advisor for my wife and myself. He listens closely to your needs, concerns and priorities and explains subjects in an understanding way. He provides options and explains the pros and cons of each and honors your decision. It is great to have confidence in a person regarding such important matters.