Investing near Avon, CT
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7 locations found near Avon
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302 W Main St Ste 206B, Avon CT 06001
“I attended a free session hosted by Mike from Milestone, and was impressed with his knowledge, professionalism and easy going style. This led to two follow-up lab sessions (one remote, and one in person) where I was thoroughly impressed by the detail, candor, creativity and insights Mike was able to provide in his no-pressure approach.”
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40 High St STE 1, Bristol CT 06010
“Working with The Ferris Financial Group over the last year has been an outstanding experience. Their team is extremely knowledgeable, professional, and genuinely cares about helping clients reach their financial goals. They take the time to explain everything clearly, answer questions thoroughly, and create personalized strategies that inspire confidence and peace of mind. I especially appreciate the responsiveness, transparency, and attention to detail. It’s clear they value long term relationships and truly put their clients first. I highly recommend The Ferris Financial Group to anyone looking for trustworthy and experienced financial guidance!”
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188 Albany Turnpike, Canton CT 06019
“Love this bank! Everyone is so friendly and helpful. I have had an incredible experience with every visit for years!! Excellent customer service with a personal touch!!”
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11 South Main Street, West Hartford CT 06107
“Initially, I had opened up my Schwab investor checking account because I was traveling outside of the states. The trips and withdrawals from ATMs were seamless and the fees were refunded to me. Even the $5 fee from JFK's international airport terminal where I made a withdrawal in euros as I was concerned that the card may not work in Europe. It did work, I withdrew cash in France and in the Azores, the fees were refunded. Having had a positive experience I opened a brokerage account with them and purchased some no fee EFTs from their select list, and later their mutual funds. I then started researching and educating myself and downloaded their Streetsmart Edge application on my computer and their app for my phone. They have webcasts twice a week on the current market conditions, as well as classes on their trading tools, Recognia. Which has really opened my eyes to learn some technical analysis. I've only purchased 10 shares of one stock thus far, but that's going well. The $8.95 trading fee is high, as you could download other apps to do free trades. Having received phone calls from Schawb to talk about my experience and offering assistance, has been quite helpful. I have yet to sit down with anyone but I hope to in the future. I've visited the office in East Hartford, my only complaint is that I have to pay a quarter for parking. lol ;) The lady at the front desk was smiling, social, happy, used my name, and marked my deposit as a roll over from an old IRA to a new Schwab account. Which I moved from a large mutual fund company that I had been with since the 1990s. They seem to be seamless, embrace technology, provide fantastic customer service, and do their best to educate the customer. I've recently applied for and was approved for their Amex Investor Card and I look forward to the same positive experience I have had with their other products and with the company. I'm sold on Schwab.”
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