Wealth Advice and Management, LLC - New Hyde Park (NY)

Anthony Kattato They are the best.

Miss Hartley They do our taxes there, but we feel like family when we call or walk in for any reason. Carolyn the office manager knows us by voice and is always so sweet and welcoming. Mr. Cumberbatch is so patient and knowledgeable about anything accounting, investing and taxes. My whole family uses them and we would never go anywhere else. Truly a wall street service from a neighborhood firm!

CHRISTOPHER V. They must have a preferred demographic to help ,because they certainly didnt help me ,one bit !! Wanted me to drive to other side of county . LOGIC - IM APPLYING FOR HELP BECAUSE I HAVE NO MORE MONEY ,STUPIDS ! COUNTY OUGHT TO FIRE ENTIRE AGENCY ,AND START OVER !! BS!

Amy Burns Thank you Kaitlin with a K.! Not only did Kaitlin help me solve all 3 problems I had from the lost card, lost pin, and forgotten passwords. I must give a shout out for kindness! Kaitlin was full of positivity and very patient!! Thanks for answering all my questions too! The bank is lucky to have you working with customers!