The Lenroc Team - Morgan Stanley - Ithaca (NY)

Patrick Kelly I was there for a SAAM appointment I saw Thomas, he was pleasant to deal with and it did not take much time.

Kristin Young I cant say enough good things about Paul Deagle. He is attentive to detail and very knowledgable in the finance world. Paul goes above and beyond to provide personal service and communication with you to help you with all your financial needs.

Steven Peer I have used Mertiri & Associates for years now and they are by far the best accountants I have ever worked with. Ed and Ervin always are available to communicate if I ever need something and have always resolved any issues I’ve had. Highly recommended if you want to start saving money on your taxes and not get taken advantage of by other accountants who don’t know what they are doing. Thank you again for everything!

Michael Myers Helpful

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!

Gary Sam Ive had an excellent experience working with this firm for both tax preparation and financial planning. Theyre knowledgeable, responsive, and truly take the time to understand your personal and business goals. Their advice is clear, actionable, and always in my best interest. I feel confident knowing my finances are in good hands. Highly recommended!