Financial Advising near Milford, CT
8 locations found near Milford
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Financial Advising
Financial Advising
“This is a really welcoming environment I like that a lot. Natasha the team leader is awesome and helpful with my questions along with taking the time to break things down. Thank you!”
Financial Advising
“Excellent staff at Fidelity, then at Fidelity Netbenefits, and excellent representation by Andrea at New Haven, CT. Recommend to everyone looking for financial services.”
9:00 AM - 5:00 PM
2600 Main St, Bridgeport
Financial Advising
“Hope & Hernandez provides a great service if you want the human touch to handle your tax forms.My father somehow found or was referred to this business several years ago and we've had them do our entire family's taxes for decades now ever since--and we don't plan on stopping anytime soon.Charlie (a CPA, Certified Public Accountant) and Vivian (accountant) are both adept @ finding all the deductions that you would qualify for and properly fill out your tax forms for you. Also, if you have any questions, they're professionals. They're just a phone call away and always patient to answer all questions that you have.If it's comes down to TurboTax (Computer or AI) or Hope & Hernandez (humans)? I'd prefer a human to handle the job, go through my taxes and do the deductions properly with a "fine toothed comb." What about you?”
Financial Advising
“I recently went to this Us Alliance location for the first time to handle some banking. The representative Ms.Natasha Clarke handled my transaction, She was very pleasant knowledgeable in addressing my banking needs added bonus to Ms. Clarke from breaking from her lunch to assist me.”
Financial Advising
6:00 AM - 5:00 PM
4 Corporate Dr Ste 480, Shelton
Financial Advising
“This is strictly for customer service: Bridgeport downtown-5 stars New Haven- 5 stars Bridgeport East Main- 4 stars(was asked asked personal information which was not required) Milford's headquarters loan Dept -4.5 stars (a loan rep's great service compensated for the lack of the other) Milford Branch on Bic-0 stars. I've been to the location several times this summer. Ms Steer is just not warming, inviting (doesn't ask if she can help you whether you're waiting to be called to her window or at her window. Just stares. Asked me for extra personal information despite me presenting government issues identification, doesn't say thank you when transaction is complete) It the convenience this branch that makes me stop here, but her disposition is one to avoid.”