Investing near Farmington, CT

23 locations found near Farmington
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Accountants CPA Hartford, Connecticut, LLC Investing

“Bill has been doing my personal and business taxes for many years. He has decades worth of experience. I know I have someone who keeps up with the many tax changes that occur year to year. I'm very confident with his level of knowledge and would highly recommend.”

4.9 Superb7 Reviews
Charles Schwab Investing

“Initially, I had opened up my Schwab investor checking account because I was traveling outside of the states. The trips and withdrawals from ATMs were seamless and the fees were refunded to me. Even the $5 fee from JFK's international airport terminal where I made a withdrawal in euros as I was concerned that the card may not work in Europe. It did work, I withdrew cash in France and in the Azores, the fees were refunded. Having had a positive experience I opened a brokerage account with them and purchased some no fee EFTs from their select list, and later their mutual funds. I then started researching and educating myself and downloaded their Streetsmart Edge application on my computer and their app for my phone. They have webcasts twice a week on the current market conditions, as well as classes on their trading tools, Recognia. Which has really opened my eyes to learn some technical analysis. I've only purchased 10 shares of one stock thus far, but that's going well. The $8.95 trading fee is high, as you could download other apps to do free trades. Having received phone calls from Schawb to talk about my experience and offering assistance, has been quite helpful. I have yet to sit down with anyone but I hope to in the future. I've visited the office in East Hartford, my only complaint is that I have to pay a quarter for parking. lol ;) The lady at the front desk was smiling, social, happy, used my name, and marked my deposit as a roll over from an old IRA to a new Schwab account. Which I moved from a large mutual fund company that I had been with since the 1990s. They seem to be seamless, embrace technology, provide fantastic customer service, and do their best to educate the customer. I've recently applied for and was approved for their Amex Investor Card and I look forward to the same positive experience I have had with their other products and with the company. I'm sold on Schwab.”

4.7 Superb9 Reviews
Union Savings Bank Investing

“Love this bank! Everyone is so friendly and helpful. I have had an incredible experience with every visit for years!! Excellent customer service with a personal touch!!”

5 Superb5 Reviews
Billy Grant - Financial Advisor, Ameriprise Financial Services, LLC Investing

“Billy has gone above and beyond for anything that I ever need. He has helped me with creating accounts for my grandaughter Olivia as well as my stepfather. I would not hesitate to recommend his services!”

5 Superb5 Reviews
Milestone Asset Management Group LLC Investing

“Mike has been our financial advisor for years. He gives very sound and well researched advice. We put a retirement plan together with him years before our retirement age so we would be prepared. Mike did a fabulous job. I highly recommend his services.”

5 Superb0 Reviews

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  1. Farmington, Connecticut