Financial Advising near Pleasantville, NY
19 locations found near Pleasantville
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Financial Advising
Financial Advising
Financial Advising
“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.”
Financial Advising
“Let me make it clear. The great rating is for *******, the team leader, who took the time and patience as she helped to solve my problem in the branch.The bank depends on a few people who are willing to go above and beyond to help solve problems. Too many of the employess go blank and if you are on the phone, transfer you; or if you are in person, they are unable to do much.The new upgrade to the banking site is a plus and that was the only way I found out that a CD I purchased had matured earlier in the year. The bank in general has much room for improvement.”
Financial Advising
“I recently moved my all of personal and business banking to Tompkins Mahopac Bank, and I couldn't have asked for a better experience. They are always courteous and professional, unlike the government sponsored too large too fail banks that treat you like you're a number.”
Financial Advising
“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?”
Financial Advising
Financial Advising
“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.”
Financial Advising
“Mitchel has his finger on the pulse of financial markets, so you don't have to. He's great at growing your nest egg and makes sure you are taken care of for your entire life.”
Financial Advising
“Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“This is my first year using Lavin & Associates. I am a veteran and reservist and they offered me a great discount! They are honest and professional and the exact type of people you want handling your finances and offering tax advice. I’ve used other companies in the past but none compare to how professional and responsive they were. Will be a loyal customer for years to follow!”