I recently looked to open an account and heard great things about this firm and specifically this…read morelocation. However upon speaking to an account manager named Colin I was immediately turned off. He was very condescending and unprofessional. I was simply inquiring about the various services offered and he seemed not to care about me or my investment intentions. As a novice investor I was hoping for someone to help me out and provide some guidance but he didn't want to have anything to do with me. I will not be recommending them because of his actions.

From the owner: Founded in 1970, Manning & Napier Advisors, Inc. serves clients in over 40 states and manages about…read more$7 billion in client assets. Manning & Napier manages investments for a broad cross-section of clients, including Taft-Hartley and Corporate benefit plans, individuals, endowments and foundations, and municipalities. It remains an employee-owned firm, with 100% of the firm owned by full-time employees.

We have been working with Cheryl P. & Kim M. from Bonadio for personal and corporate taxes. Best…read moremove we've made. They are on top of their game and just like a good lawyer, you gotta have a good one. Very professional. While all of this COVID crap has made it a living nightmare for small businesses, Bonadio has been on top of the PPP regs, CARES act, and changes to tax codes and stuff.