Merrill Lynch

The Lewis / Poliseo / Tobin Wealth Management team are by far the best advisors I worked with to date. I'm a retired small business owner. I met with, Joe Poliseo, and I was impressed by how...

Beware of Lewis /Poliseo/Tobin team for Merrill lynch they claim to be in your best interest, but in fact it's their interests they look out for as l found out. They will abandon you if you don't...

Terrible, I had an Annuity , one was $150,000, I sent International overnight mail requested signatures, I'm waiting, and they say , we are going to do it, I call 3 weeks, later, no we didn't do...

Deplorable customer service from Helen Dugan. She shuffles paper all day and still refuses to do her job. The only thing she is good at is giving us the run-around and a lot of lip service for 4...

If you are looking for a professional that can help you with financial planning, investing, lending and banking go see Joe Poliseo. Joe and his team have years of experience and the service they...