Financial Advising near Bridgeport, CT

3 locations found near Bridgeport

“I walked in without an appointment to ask about investment options, and the receptionist was friendly, patient, and genuinely helpful while I waited for an advisor. The advisor (I unfortunately forgot the name) was excellent—concise, clear, and to the point. He explained everything thoroughly and walked me through setting up the accounts. 5/5 !”

3.8 Good11 Reviews

“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.”

3.7 Good7 Reviews

“I just want to take a moment to shout out the bank teller at the credit union — she is truly a blessing to work with. Every visit, she greets me with kindness, patience, and real professionalism. She makes everything smooth and stress-free, and you can tell she genuinely cares about helping people.

It’s honestly a blessing to be able to go back to the Milford branch right by my house instead of having to drive all the way to Bridgeport because of how poor the service used to be. The difference now is night and day.

Her service is a huge improvement from the previous customer service experience I had. She goes above and beyond, and it shows. The credit union is lucky to have her, and I’m grateful every time I walk through those doors. Highly recommend seeing her if you want top-tier service!

Thank you Val it was really a pleasure meeting you.

-Francine”

2.2 Poor18 Reviews