Financial Advising near Far Rockaway, NY

“Andrea Parness and her entire staff are a pleasure to work with. They make the stressful task of filing income tax returns a breeze. Questions are answered immediately and wonderful customer service. Everyone in the office is so courteous and professional. If you are looking for an accountant who puts your best interest first, look no further. A. Parness Company, CPA is simply the best.”

“Keith is best ..he knows what he does, he has more knowledge than others, wonderful person, wonderful work, wonderful soul, he filled my taxes past years and this year too .love the way he works,completely positive, my taxes were pending,he fixed everything so well.i wish if I can more than 5 stars bcoz I love the way he cared me. Thanks keith.”

“I used them for the first time after using another CPA firm for 17 years and I'm very pleased with their work and knowledge. I plan on using them going forward.”

“Ben is the CPA we have been searching for since the inception of our business. Extremely knowledgeable and wants you to be involved in your tax preparation and financial future.He took us through our return page by page and offered many suggestions as to how we can save money, raise profits and streamline the business.We could not be happier that we found Faulisi & Company and look forward to a long fruitful relationship.”

“These guys have been preparing my tax returns for the past 5 years now, and I couldn't be happier. They are conveniently located right on Queens Blvd, and are always available to answer questions all year round. The staff is friendly, and they always do whatever they can to minimize my taxes. Unlike other accountants, they are also financial and investment professionals. Other places I've been to just transcribe numbers without thinking outside the box, and offering various tax planning strategies. Not only do they handle my taxes, but they also handle my investments. I also love the fact that they are a family owned operation and even if Craig, my accountant / financial planner, isn't available that day, there is always someone around to help me if I call. I highly recommend them!”

“I went here today to take care of some paperwork. While I do dislike Fidelity overall I'll have to admit the workers here were very polite and helpful. So not sure about all the other negative reviews. But things were actually good, but again I do dislike Fidelity and moving my business elsewhere in the future. But I'll give them 5 stars because today they deserved it.”

“I first spoke with a gentleman in September of 2021 regarding funding for my business. At first, we working on the file for about a month trying to get us funding. After a few attempts it turned out we couldn't qualify due to my credit but after a few follow ups and steps to improve my credit, we were able to secure a loan a few weeks before Christmas which was amazing and much helped by the loan officer that was in charge of my account. Without their help and their constant follow-ups I would have not been able to secure the loan and keep my company afloat. Sometimes it was tough with the calls but at the end of the day we got it done. My experience felt like a long process but there was clarity at the end of it and I would recommend them based of customer service alone.”

“Since I am planning an overseas trip I did a little research and found the travel community raves about the ATM features of Charles Schwab's checking account with good reason. They reimburse you ALL ATM fees and NO foreign transaction fees (when you take money out in another currency). In general I found you usually get the best exchange rates withdrawing funds directly from your bank account instead of exchanging money at the booths you find in airports/cities around the world, or bringing a wad of dollars to a bank. That alone was the main reason for opening an account, but I also found they have 24 hour customer service. It is US based and knowledgeable. You can also chat online so no need to speak on the phone. I did find they tend to ask questions about your investment plans and do try to steer you towards their investment products. To open a checking account you also need to open a brokerage account, but there are currently no requirements to fund it. You may want to. In looking over their investment options they have some competitive expense ratios on their mutual funds and ETF as low as .03% beating the low cost investment leader, Vanguard in some categories. Stick with the no transaction fee funds and ETFs, because the ones with fees are pretty high. The fine print states that expense ratios can change at any time, but as of now that is some of the very lowest around. Truly pleasantly surprised by my experience so far. Hoping the good vibes continue when I travel over the summer and actually use my ATM privileges.”