I had an amazing experience at this credit union. I specifically worked with Dolly and she was…read moreexcellent.

Had a very great experience. Had a very pleasant experience and Rose was very helpful explaining…read moreevery step of the way. Would definitely recommend this Credit Union.

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.

Johnathan Barrett is very easy to talk to. I am currently planning for retirement and have reached…read moreout to several financial planners. Johnathan explains things very well and is very patient and caring. He understands my situation and is direct with his guidance. Retirement planning can be daunting but he makes things very clear and i am excited to start my new journey. Call him; you wont be disappointed

Absolute worst service. Make sure you do your research before allowing them to advise your finances…read moreor you'll be in a trick bag with your money working for them. The advisors do not keep a good line of communication. Once they have your money. That's it. I would just say if you aren't knowledgeable don't use their services. Keep your money some place safe first then when you have basic knowledge allow them to assist if that's what you would call it.

This is the first time to this branch…read more I think service was great. I needed to provide durable POA, and they processed/submitted it quickly for me. I got a call a week later from the legal department to answer a couple questions. Now waiting for the final confirmation. Typically, I go to the one in Shrewsbury area but this location is closer to work. I think the service there is also great. There wasn't a yelp account for that location so I put it here as I would rate it the same. My small problem is just that you may have to wait a long period of time during peak times as there are limited service providers. I have definitely taken a lot of their time just due to the nature of the requests, so I can understand that there is not much that can be done about it.

From my first encounter with my assigned advisor my entire experience with Fidelity has been…read moreabysmal. From alluding to my deceased husband saying something negative about me to keeping me there for four hours while accomplishing nothing except him using a white board to show me how I could have 9 million by the time I am in my 90's (wth) to then getting assigned a new advisor who has lost me more than $200k in a month's time. At my age and situation this is totally unacceptable. They also manage my deceased husband's pension plan (Mondelez). I thought their advisors and investment strategies were sorely lacking but after dealing with Fidelity/ Pension, I realized quickly that I need to pull the plug on Fidelity. Bottom Line: Fidelity is your typical American Corporate whore. They only serve themselves and those who are whales; everyone else they laugh at. The more you know.

Gary Scheer has been our family financial advisor for over a decade and he has consistently guided…read moreus in the right direction and has always looked out for our best interests. He returns calls quickly, his office is very nice in Morristown. I highly recommend Gary Scheer LLC.

From the owner: We specialize in tax and financial planning for entrepreneurs, high income professionals and people…read morein or nearing retirement. In addition, we offer employee benefit planning for small and midsized businesses.

Fred completely avoided all communication with me after one week of agreeing to his business on…read moreApril 23rd 2026. He has not updated or responded to emails, TaxDome messages, calls. It is now May 7th and no communication whatsoever. Very unprofessional. At least have the decency of sending a message. Everyone is busy. He knew time was of an essence. Extremely dissatisfied. DO NOT PROCEED WITH HIS SERVICE

Fred is very knowledgeable about not only tax preparation but ongoing tax strategy that takes place…read morethroughout the year. As we all know, taxes are confusing and something that most of us only decide to pay attention to around April 15th, but working with Fred makes it less painful. He has a way of making taxes seem less complicated and you have the confidence of knowing that he knows what he's talking about. I would highly recommend him for all of your tax related needs.