Investing near Pleasantville, NY
18 locations found near Pleasantville
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“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.”
Investing
“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?”
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“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.”
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“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.”
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“Great branch! Went here for a loan, not as a wells fargo bank member and their team was sooooo nice and helpful. Applied online and made an appointment at this location and our represenative, Nagat was sooo kind and helpful.My girlfriend uses WFB for a savings account which is why we had decided to get a loan thru them and what a great experience that was. The whole staff was super nice and friendly. Nagat had asked us if we needed anything else to give her a call and gave us her card.We realized upon driving away that we needed to get something notorised the next day. Called Nagat and turns out she was the notary! Went back in the next day and was in an out in 10 minutes no more. I will definitely be back to give not just Wells Fargo my business at some point in the future, but specifically this staff considering how nice they treated people that were not even banking/branch members here!”
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Wells Fargo Bank
44 Washington Ave, Pleasantville Locations
“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.”