Merrill Lynch Wealth Management - Greensburg (PA)

Cathy Brotzman My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that saved us quite a bit of money. He was very knowledgeable and patiently answered all our questions. And the appointment was free!

Weston Varnes My wife and I had 2 years of back taxes to file (totally our fault for dropping the ball) and hired Tom do them for us. It has been 6 months the IRS never received them said they were never sent in. He has completely stopped answering our phone calls, text messages, and emails. He surely had no problem taking our money for the “service” he provided.

Dave Wyckoff Kissling et al filed my 2018 federal tax return. In 2020, I received a letter from the IRS indicating that my 2018 was in error and I owed an additional $1900+ in taxes plus $139 in interest charge. I had Kissling review my return and they admitted to their oversight on my return. As a matter of good business practice, I expected Kissling to reimburse the $139 to me. They did not.