Investing near Irvington, NY

9 locations found near Irvington
View Map

“I have had the pleasure of working with Kevin Myers at Flynn Financial Partners for almost a year. I was about to begin my retirement journey. The care, information, and support from Kevin and the entire team at Flynn Financial has been exceptional. Through this transition, I have felt comfortable and informed the entire time. I was also able to have my 2023 taxes done by Daniel Confreda and Mosaic Tax Management. Although my tax situation was a bit more complex this year, the task was done quickly, efficiently, and with expert advice. I highly recommend any and all Flynn Financial Services and I have recommended them to friends and family.”

5 Superb17 Reviews

“I have been with Prato Capital for many years, and they take a more personal approach in managing my finances. I am very happy with the way they handle my account. I can always depend on them for advice and support. I would definitely recommend Prato Capital Management.”

5 Superb8 Reviews

“Had a wonderful experience today at your bank today! Luisa Guzman was kind, efficient and went above and beyond to help my aunt and I get help for a family member who could not be present. She was a ray of sunshine in this crazy world we are living in. Thank you”

3.8 Good26 Reviews

“I have to give "Fidelity Investments" 5 stars because there is nothing better than speaking to a human being that's so courteous and very helpful. It was a 1, 2, 3 situation.”

3 Average6 Reviews

“Never had issues at this branch. The staff handled my transactions quickly and with care. They were professional and kind- something missing from the banking experience these days.”

3 Average4 Reviews

“My experience was the same as Yona Friedman 2 years ago. NO RESPONSE from ANYONE despite calling Main & 800 numbers and asking for appts twice on supposedly "helpful" website.But after persisting, I finally got a hold of an Advisor named Rita who has been very reliable & knowledgeable.I only object to The Receptionists who never smile and are not personable at all : (Maybe Schwab lost their money?”

2.9 Average3 Reviews

Related Categories