We had a very good experience with Medina Law in our estate planning. They were responsive to our…read moreconcerns

I have known Victor Medina in a professional capacity for nearly 20 years. In fact, I recommended…read morehim to provide legal services to my board at that time. I made this recommendation because Victor is knowledgeable, thorough and an excellent communicator. The board and the staff were well served by Victor for over a decade until he pivoted to a different field of law. I recently reconnected with Victor so that he could provide me and my wife with investment strategies and asset protection advice. We have had five (5) meetings with Victor and/or his staff since we first explored entering into a contractual arrangement. It became evident immediately that Victor has compiled a competent and courteous staff. He and his staff exhibit high ethical standards. But most importantly, Victor is attentive and genuinely caring. I highly recommend Medina Law Group and Palente Wealth Advisors.

Personal services and very professional. They care about their clients. Their services are Tax…read morepreparation, Accounting/bookkeeping including QuickBooks, Consulting, and payroll Services.

I actually made an appointment with a rep at a Merrill Edge office inside a Bank of America. I…read morehave been doing business with BofA since 1984. I needed to wire out a large amount from the Edge account. Completed a wire form and expected the wire to go out the very next business day. Did not happen so I called the customer svc number. They had a hard time finding the completed wire form which should had been scanned at the Merrill office. No go on the wire on Friday so I waited until Monday to call again. Took over 20 minutes and still they could not locate the wire out form. Merrill edge cust svc rep on the phone told me to just wire out of the account by accessing the online acct and cxl the previously wire form. I submitted the wire and appears to go through on the same day around 10:32 am PST. If you want better customer service, I would suggest opening an account with Charles Schwab. Merrill Edge is NOT the place to be. Will be moving the remaining balance of the account to Charles Schwab.

This is the worst company to deal with. It's taken 13 months for us to get my father's death…read morebenefits from these people. It's been nothing but a house so they've made it very complicated very rude people not very nice one hand doesn't know what the other hand's doing several people had all your business instead of assigning one person to handle your account it's just ridiculous That's how things got so screwed up on this. Hiring a lawyer to sue these people. Had to spend money that was unnecessary. No one ever cause you back when they say they are and it just takes forever consumer beware do not put your money in here with Merrill Lynch they are a scam they will cost you money. So do what you want but if you're smart you won't deal with these people.

Before you entrust any of your funds with this bank and this management, please read this…read more This a long overdue review on HVCB's management, in particular: Ruth Powell, branch manager, Bob Eastham vice president and Warren "Randy" Gerleit, executive vice president. On August, 2013 Ruth Powell has authorized 3 wire transfers (the total was XXX,XXX.XX number) from our account to a Chinese account. The wires were transferred on an email request in my name based on a poorly written email message exactly like a Nigerian scam email (it turned out my gmail account was hacked and accessed in Nigeria), the email was was sent to the Assistant Branch Manager who after receiving authorization from Ruth Powell, followed instructions of the email sender and wired 3 large amounts of funds. We found out about the third wire when it bounced back due to missing one digit. Ruth contacted us to find out about the wire details. I informed the Assistant Branch Manager that these were fraudulent transfers and asked her to block the account so no further transfers could be made and to inform her supervisors and the authorities. She didn't inform anyone as she was busy closing the branch on Saturday at 12:30 pm. Given the large amount we contacted immediately the vice president, Robert Eastham to notify him about the fraudulent wires and to ask him to contact the authorities. His response was "I'm at the NJ shore and I cannot do anything about it till Monday". This was on Saturday at 12:45 pm. We called him back again at 8 30 pm and left a message. We stressed the importance of this to us and also the importance of notifying the proper authorities. On Sunday morning we called Warren Gereit, Executive Vice President and asked him, to please call the authorities as the wire was bounced back and there might have been chances to capture the hackers. He was furious that we dared to contact him on Sunday morning at his house. Regardless of the urgency of the situation no one seemed to respond! On Monday at noon we still have not heard back from anyone. We filled a report with a detective at Hopewell Township Police Department and contacted the FBI. The FBI supplied us with information and asked us to contact www.ic3.org, the NJ Attorney General Office: Division of Criminal Justice and the State Department of Banking. After the filing a report with a detective and contacting the FBI, the bank contacted us. Where they failed: 1. The managers did not follow the usual protocol, they wired a total of XXX,XXX.XX without a signature and bank account numbers. Unprecedented. 2. They responded to poorly written Nigerian email scam. "We in Greece going to China, Is there anyway we could transfer some money to us here in China and I could forward you with banking details here and Also can we get the cash balance in our accounts'. Who would transfer to such an email request? 3. The management knew we were in Italy at the time of the transfers. We were withdrawing in Rome from Italian ATM on a regular basis. 4. Ruth Powell released to the Nigerian hacker ALL of the amounts we had in our accounts. This was a simple email request in a poorly written English. 5. They did not list the wire fees in the checking account. If they would have done it as usual, I would have noticed the unexpected wire fees over the couple of weeks. 6. Ruth Powell contacted us on our disconnected home number when she knew we sold our house. She handled and deposited the proceedings from the house in the new savings account she opened personally. 7. The management failed to update us after the incident. They called after (48 nerve racking hours) after we notified the FBI and threatened them to file charges. 8. The management was not trained properly. The previous month Gmail hacking was all over the news: http://www.huffingtonpost.com/paul-everton/googles-gmail-hacked-this_b_3641842.html. These transactions requests were full of red flags, the management did not catch any. It took us several months to recover the funds back, they fired the Assistant Branch Manager but kept Ruth Powell and Bob Eastham. When we returned we closed our safe deposit, Ruth couldn't even subtract the remaining amount. I had to correct her and she had to use a calculator. She was the branch manager. It destroyed our overseas vacation and it caused an incredible amount of stress for many months.

Dropped my deceased mother's homeowners policy without warning. Made no attempt to offer an…read moreinsurance product to keep the property insured while being sold. The only communication we received was the cancellation letter

My family has had their auto and homeowners insurance with Ray Sayre for close to 20 years! We…read morealways get top notch, efficient and knowledgeable service, and everyone in the office really cares about every aspect of your life beyond your insurance and financial needs. I've had my auto insurance here since I got my license! My premium is hundreds, even thousands in some cases, LOWER than my friends who have gone with other insurance companies. Ray Sayre's office is way more than just your standard insurance office. They take care in making sure that you have the proper coverage to secure your future in the event of a loss, in every aspect of your life. From business to auto to life and fire insurance (homeowners, renters, condo, etc.), and more, Ray Sayre's State Farm office has you covered. A lot of other companies just care about pumping out lots of policies that under-insure their customers and end up jacking up prices, but State Farm treats your right! State Farm is also a Bank (FDIC Insured, of course!) with a full line of banking products, from checking/savings/other deposit accounts to reward credit cards (that pay back cash or towards your premiums!) to vehicle, mortgage, and other home loans, and more! You can save money when buying a vehicle by insuring and financing it with State Farm. And the same goes for your home! Heck, last time I was in the office, I checked out their vehicle loan rates and they are actually lower than what dealers advertise on TV! I get great discounts at State Farm, simply for having good grades in college, for having taken driver training in high school, staying accident/violation free, for having my household autos and home insured with State Farm, and more! I know this sounds like a sales pitch, but I'm far from a "pitchman"... I just like to brag about having truly Good Neighbors at Ray Sayre's State Farm office and being properly insured at a great rate with a company that cares!

Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.

Rose is extremely talented, knowledgable, and caring. It's rare to find someone who knows there…read morestuff but also values connecting with me as a business owner. Highly recommend her services!