Stifel - Poughkeepsie (NY)

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

Jeffrey Zink A young teller helped me so much when there was fraudulent activity on my debit card, I believe her name was Melissa

Mb R Friendliest bunch of people that work there.

Jayh Hickman I have been going to H&R Block for the past eleven years and I have always been happy with the people that help me. They always make sure that I got the most return.

bridget cassidy I waited online at the drive thru for over ten minutes with a staff member looking at me while helping another in the next lane the person in front of me waited just two minutes and the person in the next lane waited just five minutes and left Seven minutes still waiting the lady (staff member) Gives me the one minute finger and walks away A total of twelve minutes with ringing the bell one more time with no actknowledgement I left waiting for a total 17 minutes at the window

Melissa Miller I was pleasantly surprised by my visit to the Monticello SSA. I came in without an appointment, registered, completed my paperwork and met with a representative in 15 minutes. Although every pen had been stolen from the lobby and booths, the security guard was nice and lent me one. The clerk was very friendly, efficient and clear about next steps. In comparison with many other government offices, I think they did a great job. Kudos!