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8:30AM - 5:30PM
56 Harrison St Suite 203, New Rochelle
Financial Advising
“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.”
8:30AM - 4:30PM
70 Gedney Way, White Plains
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.”
“It’s a pleasure to work with Sean and his team for close to ten years now. The Reliable, patient and able team has helped ease a lot of burden for our small business and allowed us to grow with security. Much appreciation for this great team!”
“Alolfo Vargas, senior branch associate, assisted me with a very difficult, multi step transaction. He was very professional, patient, and attended to all banking needs. A very positive experience! I highly recommend to others.”
“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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“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!”