Investing near Cos Cob, CT

10 locations found near Cos Cob

“When moved to Greenwich and asked for the best local bank, First County Bank was the one everyone recommended. For over three years now we still bank here and recommend FCB to others. The staff Jeff, Laura, Michelle, Pam and Ping are top notch professionals and provide the best customer service.”

5 Superb41 Reviews

“Hedgeye Risk Management teaches a process to manage investments which helps me to be more confidant in managing mine. Their customer service provides quick replies to questions about products”

4.2 Good85 Reviews

“I can’t say enough about First County Bank on Summer Street. Camilo is by far the best and most helpful person. He and all of the staff make you feel like family no matter what I am need of at the time. He was exceptional specifically in 2020 when I was hospitalized with Covid. My family needed his help and he did everything possible to get them on track. Thank you for all the years of outstanding service!”

4.4 Superb34 Reviews

“I love this branch! The staff are friendly, polite and professional, especially Ping and Perry. Since I always use the drive-up, most likely I talk with one of them. They are awesome!”

5 Superb8 Reviews

“This is a great bank to be apart of especially because of Bank tellers Ana and Priyanka are truly great professionals at their job, I'm so grateful for their customer service, I definitely recommend this place at all times.”

4.5 Superb8 Reviews

“My family has been using the tax preparation, accounting and estate planning services of the Dowling Group for almost two decades. They've done marvelous work on our behalf, preparing fairly complex tax returns and always making sure that we are doing things in the most tax-efficient and prudent manner, possible. I have nothing but praise for the deep knowledge and professionalism of Sean and his team. When you have a simple tax return, you can use H&R Block online, and, that works great. For high net worth and UHNW individuals and families with complex tax returns, you need savvy and knowledgeable professionals.”

5 Superb12 Reviews

“Both Tom and Chuck are excellent tax advisors. They are very professional and make my job so easy. Getting my info together and advising me on everything has never been simpler. I don’t dread Tax Day anymore. Thank you so much Pinnacle, you’re the best!”

5 Superb3 Reviews

“I had an excellent experience working with Green Capital Funding for our business loan needs. From the initial consultation to the final approval, their team demonstrated a high level of professionalism, transparency, and efficiency. They took the time to understand our business model and financial goals, and tailored the underwriting process to suit our unique situation.
I see there are many negative reviews, however there is miss understanding between real GCF LLC out of CT. Negative reviews belong to another company that using the same name( out of NJ).”

1.8 Poor18 Reviews