Western Union - Delhi (NY)

Kim Ganley I highly recommend Invessent! Jarrett, Lidia and Thomas make a great team. They listen, understand my goals and are very attentive. They are thorough in their approach and help me understand the implications of my decisions. No cookie cutter approaches with them. I’m so happy I brought my business to Invessent!

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.

Ellie Hyde Always a pleasure

Senior Belmont Because theyve always dealt with in a good way

Cliff Miller Katie and her team are both knowledgeable and very friendly. We are thankful to be blessed by our association with them. I feel confident that our investments and plans are in excellent hands and we will continue to work together to achieve our retirement and future plans.

Gregory Thornton I had Phil Provenzano help me several times with getting setup with a plan through N Y State of Health and he was very knowledgeable and helpful, trying to get help from NY State is frustrating and difficult but he made it easy and looked out for my best interest, I would recommend him to anyone, definitely the best place you could go for help, the best of the best !

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.

Dylan Stark Called to ask a simple question on if they can provide me a service and was hung up on.