TD Bank - New City (NY)

Regina Hadley P & M accounting has restructured the its Office with personnel having professional tax processing knowledge & experience. We were pleasantly greeted upon entry and our wait time was within reason. As always, we are thankful for their dedicated service to their clients.

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.

Jo Ann G David has been doing my taxes for years. So much better than trying to do them myself.

Daniel Ardizzone Absolutely worst bank in Oswego!!’ Definitely closing all my accounts there !!