“Robert and his team, Nabila etc., have been attentive and have done a good job over the 15 years I've known them. Robert will always get back to me ASAP and he is patient and listens to my concerns even though I am a small(less than 200K)client...sadly, he cannot control the markets...=)”
8:30AM - 5PM
59 Wolf Rd, Albany“Fidelity Investments provides first class service and all staff highly trained and very good communicators. They offer everything a bank does, and even credit cards. Very well run company.”
8AM - 4PM
1777 Western Ave, Albany“James is remarkably helpful, sharing his deep insight and knowledge with you in a way that is easily understandable. You really come away with a sense that not only is your financial future secure, but with a real idea of WHY it is secure, which is key when making big financial decisions. Highly recommended.”
8:30AM - 5PM
677 Broadway, Albany“I don't know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.”
8:30AM - 5PM
4 Executive Park Dr, Albany
“Michael Bonanno is best described as my lighthouse when I found myself in unknown dark stormy waters. His immediate empathetic insightful guidance gave me a path towards a more secure future with his analysis and feedback. He asked me to stay in touch to let him know how I was doing. A truly genuine person and I highly recommend his services!”