Wells Fargo Advisors - Kingston (NY)

Tradz LLC We were a "Vendor" for Great Lakes, we did the work that was agreed in writing, we invoiced it and we got paid, they are true to their word. Thank you!

Robbie Fleming Working with Laura has been an exceptional experience from start to finish. From the very beginning, she was attentive, responsive, and incredibly knowledgeable. Anytime we had questions, whether big or small, she was quick to respond with clear, accurate, and thoughtful guidance. It was always evident that she genuinely cared about making the process as smooth and stress-free as possible for us. Laura and her team went above and beyond to ensure we were well-informed and taken care of every step of the way. Their dedication, transparency, and commitment to getting us the best possible outcome did not go unnoticed. We always felt supported and confident knowing we were in such capable hands. I truly cannot recommend Laura and her team highly enough. If youre looking for a mortgage professional who is both skilled and sincerely invested in your success, look no further. I will wholeheartedly recommend them to anyone in need of mortgage services.

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.

Fred Howard The absolute best financial move of my life ! Joe , I owe you buddy.

Mariah Cooper So happy I was approved for snap benefits so quickly but it shouldn’t be so difficult to contact a representative to get through to my snap worker! I’ve been trying to contact them for a week

Renee Barmada Matt at Edward Jones has been exceptional in managing our financial needs. He takes the time to listen, understand our goals, and offer personalized strategies that fit our situation. His knowledge and clear communication give us confidence in our financial future. What stands out is his dedication to keeping us informed and his proactive approach. Whether it’s retirement planning or investment advice, we feel secure knowing we’re in great hands. Highly recommend Matt for anyone seeking a reliable and thoughtful financial advisor.

Drayon Johnson Ive worked with John for years. He always takes good care of me. Id recommend him to anyone looking for help with financial management.