Investing near South Windsor, CT

24 locations found near South Windsor
Charles Schwab Investing

“My experiences on the phone were great. Corresponded with 2 gals online..Very helpful. I did have to go into the SW office and Mariah was very pleasant and followed thru for me..”

5 Superb1 Reviews
RCN Capital Investing

“Saved my clients deal from a nightmare scenario. Tommy , Jordan and Dana all came to our rescue and gave us 100 percent of their attention to our loan. I can’t say it enough how happy my client was with the speedy turn around and ability to handle last minute issues. If you’re looking for service and dependability this is the place.”

4.3 Superb51 Reviews
Edward Jones - Financial Advisor: Jay Beyer Investing

“I highly recommend Charles J. Beyer for his extensive knowledge and detail oriented assessment of your investment goals, patience and ability to answer all of your questions, as well as consistent follow up to ensure you remain on track. He will undoubtedly exceed all of your expectations!”

5 Superb3 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
InnoVest Financial Services Investing

“So impressed! Very easy to make an appointment. Derek was fantastic - thorough and very knowledgeable! I won't hesitate to use them again, and am spreading the word to my family and friends! Fantastic experience!”

5 Superb4 Reviews
Wells Fargo Advisors Investing

“I've worked with WF Advisors for more than 15 years, and always had a positive experience. Very knowledgeable and responsive to my questions and concerns. I've moved several times for job changes and haven't felt the need to change to another firm. Growth within my portfolio is a direct result of the great advise I have been given.”

4.7 Superb4 Reviews

9:00 AM - 5:00 PM

18 Main St, East Hartford
Wells Fargo Advisors Investing

“Background info which might help you understand this five star review: 1. I actually DID chose to bank with Wells Fargo, I've had an account for the last three or four years, and have never had any problems with their policies 2. I've just moved from Southern California to Massachusetts. 3. THIS branch suddenly became my closest bank branch Since we live in the digital age, and I virtually never go to the bank, I figured my spouse and I could keep our Wells Fargo accounts with no problem. Then we went to buy a car, and we needed to transfer a four-figure chunk of change to a local auto broker. We hit a massive, seemingly insurmountable wall. Because of all those Nigerian princes scamming people out of their money, you pretty much can't do a simple, same-day type transfer of funds directly from you to someone else, unless its for a very trivial amount of money. In order to protect you from yourself, banks and Western Union make you set up complex accounts, fill out tons of paperwork, and wait a long time. The car we selected had multiple people interested in buying it, so we needed to be able to free up the money quickly... so we needed to go into the bank and get a cashier's check, as if it is still 1983. We grudgingly got back into the car, and drove the 2.5 hours to the nearest Wells Fargo. Mind you, we'd been in Mass for about five days at this point, after our ten day drive from California. We like the car, and hanging out together, but we were not excited. Luckily, the staff at this branch was incredibly nice to us, and helped us clear out our two checking accounts as well as our three savings accounts. This was a lot of transactions of various types for them, as I'm sure you can imagine, and it's definitely not the most interesting way to spend an afternoon in Connecticut, but it had to be done, and they made it a breeze. I can only hope our new bank, Citizens, takes as good of care of us as Wells Fargo did. They didn't give me a stuffed pony when I opened my account, so I don't think it'll be as good an experience as WF was! ;-)”

1 Poor7 Reviews

Investing in The Nearby Cities

  1. South Windsor, Connecticut