Wells Fargo Advisors - Rochester (NY)

Peter Lupkowski Helpful and full service credit union. They have recently added a free coin counter for member use. Drive through on Hart St and an ATM in the hospital.

Rick Schneider Very Professional with current and profitable investment strategies. This group provides a friendly, long term relationship.

Alex D If you’re looking for a top-notch CPA, look no further than Tree of Life financial. They’re excellent for all your accounting needs! Edward is incredibly knowledgeable, professional, and always willing to help. Highly recommended!

Janelle Larsen Tax preparer was accurate. Leslie was nice, quick and thorough and explained me my tax situation each step of the way so I know what was happening and the reason behind it. She also gave great advice for next years taxes. I highly recommend Leslie for a tax preparer.

Zaleena Ramdihal Excellent customer service. Thank you Mineola team for always going above and beyond for your clients. True definition of world class services.

Aryeh As an attorney practicing in the field of retirement funds, I am consistently impressed with Ari’s knowledge of the field as well as his dedication to his clients. Ari eats, lives and breathes finance and he is fully engaged in his client’s long-term goals. I’ve spent much time chatting with Ari about macroeconomic matters and I find him to be intelligent, understanding and clear-headed. His analysis of market data combined with his shrewd understanding of human nature enables him to comprehend retirement needs and planning strategies. I highly recommend Ari as a first-class financial-planning concierge for all your family and business needs.