Walmart Money Center - Monticello (NY)

philip rivenburg Friendly people

Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!

Hooda Rasheed (MisterWeirdo) This is not a bank. No deposits No withdrawals.

Brenda Hand We are a charitable organization and are extremely happy with the service we have received regarding the management of our investments. Our financial advisor, Steve Hicks, is outstanding with his responsiveness, knowledge and attention to detail. He is very personable, easy to work with and works hard to provide his clients with sound financial advice and guidance. Highly recommend!

Lezer YT This place is magical. There fool is delicious.