Financial Advising near Bridgeport, CT

“I had a great experience here with my retirement account. It was the deadline for posting for the year prior, packed with people and the staff here were welcoming and warm, accommodating us all in an efficient manner.”

“First time ever dealt with this company, after having my millions (I wish) in the old Peoples Bank which is now gobbled up by the nightmare/horrific M&T. What a crappy bank. Had to find an investment broker/company. Colleagues mentioned Fidelity, but virtually impossible to get thru their 1-800 phone tree. Didn't realize they had a direct line. Finally got thru, reached Sal, set up an appointment. After about 20 minutes I realized this is where I need to be. Signed everything and made the switch. He was helpful, did not sell any products, met me where I was and very helpful. A few days later I realized one of my beneficiaries was spelled wrong. Sent him an email, and he got back to me promptly. Said I could make the change. Wow, that was EZ.”

“This is strictly for customer service: Bridgeport downtown-5 stars New Haven- 5 stars Bridgeport East Main- 4 stars(was asked asked personal information which was not required) Milford's headquarters loan Dept -4.5 stars (a loan rep's great service compensated for the lack of the other) Milford Branch on Bic-0 stars. I've been to the location several times this summer. Ms Steer is just not warming, inviting (doesn't ask if she can help you whether you're waiting to be called to her window or at her window. Just stares. Asked me for extra personal information despite me presenting government issues identification, doesn't say thank you when transaction is complete) It the convenience this branch that makes me stop here, but her disposition is one to avoid.”