These guys are brutal. They dial for dollars, seemingly targeting financial services professionals…read morein NYC, with the same line that they will be in our building and want a meeting. Problem is they have maybe 20-50 pods of independent teams, and multiple people in my firm have been called by multiple different teams. If you are smart enough not to need them to charge you 1% to put your money in index funds, then they move on and try to charge you for expensive insurance products.

This is a SCAM, They call and say they are calling back because of my request about my credit…read moreprofile. I'm retired and made no request. When I called them back, they simply hung up. Get your cash somewhere else. These people will lie and harass you.

R David and Associates is a great company. I would give them 100 Stars if I could. I currently work…read moreReberca who is definitely a life saver. She is very knowledgeable and patient. She goes above and beyond for her clients.

Dan & his associates have always been helpful & addressing my concerns in a timely manner. My taxes…read moreare always filed on time.

very professional and knowledgeable team. They have always made the the effort to either…read morecommunicate with me through the phone or through or by setting up a personal appointment 1 oh1 they are also financial

I sought out Matheson & Associates because they had great reviews and I wasn't disappointed. I had…read moretried doing my taxes myself (as I usually do) but because of the new tax laws, I was disappointed in my return. I worked with Joe and had a great experience. He maximized what we were getting back on our return and we got much more money back. Their fee is totally worth it. He worked quickly and was prompt in getting back to me with any issues that arose or answers to questions I had. I will definitely be using Matheson & Associates again for next tax season!

Excellent service! Joe is not only professional but very personable as well. Took his time in…read moreanswering all questions. He has earned my repeat business.

The workers here are racist or like looking for problems. My mom and sister went to this bank…read moretrying to exchange a check and then the teller asked for two form identification. My mom had her I.D's on hand so she handed her the I.D and she was just staring at it. Then she said it was invalid and then a coworker pulled them to a side. She asked for a green card and my sister asked why it was necessary. The lady raised her voice saying it was required to see if she was a citizen and what not. Then before my sister could respond, the lady was saying "no right?". After the lady stopped talking, my sister had the chance to tell her that she had her working card and passport. So she looked at the valid I.D's and she said one of them was invalid. Never returning to this bank again. They really cheaped out with these crappy workers. 08/05/22 ~ 4:30 p.m

Disgusting very rudetbe tellers and customer service reps have attitudes I reported themread more