Rochester Wealth Solutions - Rochester (NY)

Sean Whittin Guy Adames is very unprofessional. He missed three appointments and never did anything he said was going to do. Guy also lies about being able to refund money if went into the old account before new account was fully set up, thats a lie, you cannot refund money. He should of either waited before setting up new transfer or had me call to stop transfer to previous account but never lie about it. Brought up concerns to Alyssa and she sent to Guy so he called and yelled at me for his lies and him missing appointments. Very unprofessional. If hes going to lie before gets my money what happens when has it, lies continue? Trying to do business with Guy was the most drawn out terrible process I have ever been a part of!

Ronald S. Super friendly folks, low fees.

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.

Ann DeBottis Dan always takes the time to know what your needs and goals are. Definitely would recommend.