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9:00 AM - 12:00 PM
137 Jackson Ave, Syosset
Investing
“Highly Recommend Steven for Your Mortgage Needs! I've known Steven for many years, and I'm delighted to see him embark on a new journey with his new company. Steven is a dedicated and responsible mortgage broker, and he recently helped me secure a fantastic mortgage rate for my first home. I couldn't be happier with the outcome. Steven takes the time to thoroughly understand your financial situation and works tirelessly to find the most suitable mortgage options for you. He guided me through the entire process, ensuring that I was well-informed at every step. His expertise in the field is evident, and I trust him completely when it comes to navigating the complexities of mortgage financing. I've also recommended Steven to several of my friends, and they, too, have had excellent experiences working with him. If you're facing any mortgage challenges or simply want a smooth and hassle-free experience, I have no doubt that Steven can help you achieve your goals.”
“What can I say about OTA and the materials courses. I learned ,very excellent the instructors are very knowledgeable always willing to help the students . Compare to other sources online trading. OTA strategies are the best. Before I joined OTA,I checked a lots of reviews online, some of them okay, but some very negatives. I found out why so. People likes to get rich quick instead of taking time understanding the basic fundamentals of learning step by step the concept. Ones must study hard, do the work daily after all, you will be able to live a better life. Trading requires a good discipline, lots of patience , patience an important virtue. It's okay to lose money no one can predict the stock market or the Forex ,Futures etc... But as an OTA I'm very confident of living a decent life by trading the stock market with a good strategy , ones must have a good reward risk ratio to hedge the market. Education is not cheap, great education is the key of success period. Remember that practice and practice... Thanks again to my counselor and my instructors at OTA.”
“Bob & Chris are very knowledgeable and helpful. I was a bit skeptical at first as I'm very skeptical with my money, but they both were very reassuring and professional. Since I've met them, I've been with them for almost 4 years now and I am very happy with the services provided. If you're looking to invest or need help with financial planning, I highly recommend giving them a call.”
“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.”
“The leadership and team of CNB's Melville office is top notch. I came over from a bigger bank where I was just a number. At CNB everyone knows my name and they actually spend time talking to me. Every person there is knowledgeable and they work so well together as a team. The branch manager MS is promoting a culture of growth and knowledge. My banker JDO is always available to talk and makes me feel like I matter. My only concern is that MS and JDO will be promoted to bigger and better things because they are great, however, they have done such a great job of building a team that I know I'll always be in good hands. They never sell me, I just want to give them my business.”
9:00 AM - 2:00 PM
103 Old Country Rd, Carle Place
Investing
“I do not write reviews often however the courteous, respectful and excellent service provided by Branch Manager Stephanie Williams deserve shout out. Due to COVID restrictions, most banks are only taking clients via appointments and unaware of that, I walked into the bank today for something important. I was greeted by her and even though I did not have an appointment she mentioned to wait a bit to and assisted. During the process she was diligently working with her staff and making sure all client requests were handled properly. If anyone from the Wells Fargo Corporate office is reading this review, I would like to say Thank you and you should feel proud of individuals like Stephanie who go out of their way to assist clients. I would highly recommend this branch for banking.”
“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.”
“The leadership and team of CNB's Melville office is top notch. I came over from a bigger bank where I was just a number. At CNB everyone knows my name and they actually spend time talking to me. Every person there is knowledgeable and they work so well together as a team. The branch manager MS is promoting a culture of growth and knowledge. My banker JDO is always available to talk and makes me feel like I matter. My only concern is that MS and JDO will be promoted to bigger and better things because they are great, however, they have done such a great job of building a team that I know I'll always be in good hands. They never sell me, I just want to give them my business.”
“Wells Fargo Advisors really helped me in investing my retirement money..wisely suggesting various investment options depending on my long term goals... I highly recommend them”
“I had an excellent experience working with Howard. He was courteous, professional and responsive. The insurance underwriting process itself can be lengthy but Howard kept us updated throughout.”
9:00 AM - 12:00 PM
145 Fulton Ave, Hempstead
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“I've been with David Lerner & Assoc for almost 20 years, with Rich Lerner as my advisor. Needless to say, if I hadn't been pleased, I wouldn't still be there. Rich has always been upfront, helpful, not only regarding my investments with him, but other financial big life decisions, even if he wouldn't benefit. That's the kind of man and professional and now friend he is. During marital crises, health crises, and of course for help for general financial advice, he has soundly, honestly and simply explained my options and guided me in wise decisions. I consider him indispensable and part of my family. My son is now using him and is so impressed and glad he followed my suggestion. Rich took over an hour with him on first conversation just explaining investment basics. What more can I say? I'm well into my senior years and have more peace and security with Rich and Lerner & Associates by my side.”