Wells Fargo Advisors - Carmel Hamlet (NY)

Windy Holmes They are so kind , environment is so pleasant. If there is issues they work with you to fix the problem. Wouldnt change banks community bank is number #1

Paula Alberti Daniel at the Catskill NY location is great to deal with and helps me through filing two businesses and our personal taxes with ease.

Matt Anderson I had a client with lingering tax debt. My agent was respectful and very helpful with getting the balance due and informing me on how we pay the IRS directly on balances due like this. Did not wait on hold very long; I greatly appreciated the help they provided.

Graysen Betts My wife and I have had an outstanding experience with Sage-Rutty Advisors. From day one, their team has gone above and beyond to help us feel confident and secure in our financial future. They’ve provided expert, personalized guidance with our budgeting, retirement planning, and investment management. A special thank you to Craig—he has truly been the best. His knowledge, patience, and ability to explain complex financial concepts in a way that makes sense has made all the difference. We genuinely trust his advice and appreciate how deeply he cares about helping us reach our goals. Sage-Rutty is a top-notch firm with top-tier people. We highly recommend them to anyone looking for smart, steady, and trustworthy financial guidance.

Jayson OKeeffe Ive gone through them for several personal loans over the years and Ive gotta say, at the very least, the team that works at this location are amazing. TJ specifically has been a huge help on many occasions.

Amit Debnath It was awesome experience taking the service from Bank of America , 65 metropolitan branch and Mr. Roberto was very helpful , kind and knowledgeable to assist me I getting the service I needed and opening up my account there in Bank of America.

Leisa Santy I cant say enough positive things about this firm during my divorce proceedings. This was a very scary process for me based on my circumstances, and I always felt they were there for me from the start! Wendy Hernandez and Katie Short were my contacts during the process, and they always had quick responses whenever I had questions or concerns. Never did I have to wait for a response. Debra Whitson, who was my lawyer that represented me in court was so professional and she was prepared for the judge. She is a classy lady on top of that! Thank you Wendy, Katie, and Debra for getting me over one of the hardest things Ive had to go through. Your compassion is unforgettable. You listened to what I wanted, which was very important to me! If you are looking for a good divorce team, consider Whitson Law.