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“Was a Fidelity client, but was treated badly, which brought me to Schwab. They listened, were friendly and willing to work with me. Very professional and highly recommended!!”
“I have been very impressed with Asset Preservation from the first day I stepped into the office. Everyone is very welcoming. Dan Murphy has been great with me, very patient and explains things in a manner that I can understand. He always responds back to my emails or calls in a timely manner. I highly recommend them.”
“Had outstanding customer service from Joshua. It just doesn't happen anymore when someone goes so above and beyond to help you. I just want to thank him again for being so kind.”
“Nyfty is a mortgage broker that gives my clients options for loans and is a one stop shop for me to send my clients. They have financing for just about everyone. They can finance low credit scores and help business owners buy a home. Definitely contact them if you need financing to purchase a home.”
“Nate is a consummate professional. He's conscientious, kind and incredibly smart. He goes the extra mile because he cares for his clients and their financial well-being. He is also fast and reasonably priced. Hire Nate you'll be glad you did!”
“Very professional and explanatory. I highly recommend Patricia Estrada, she helped me and assisted me with setting up an account. Everyone was very respectful and professional. Didn't have a long wait time or anything. I recommend this bank to anyone looking to open a new checking or savings account.”
“I’ve used Brian, the past few years, for my tax returns. He will ask you questions, to figure out, how to get the best tax returnThank you Brian!Sincerely,Rosemary Minardi”
“I just wanted to say that if all of your employees are like Celina I will be sharing my experience with anyone looking for a bank or credit union and you will continue to grow and prosper. Thankyou for making my experience as positive as it could possibly be. Thanx again. Lynnea Bailey”
“Kathleen C., Fiduciary at Condit and Associates, LLC, is the best kind person to help senior citizens regarding taking care of financial issues that seniors have and do not understand the system. She has a lot of patience, love, and respect for the older population. We highly recommend her to do a great job. Sincerely, S&D”
“Had a major problem but sales rep is fixing it immediately. They go from one star to four based on his response time, but beware the fine print of what plan you are signing up for.”
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“My husband and I’ve had gone to HR Block for over a decade, never again! Tammi and David know what they are doing and make sure you understand everything going on with your taxes. They ask questions and give such great advice! Everyone working with Fellows Tax is so friendly and kind!”