Financial Advising near East Hartford, CT
27 locations found near East Hartford
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Financial Advising
Financial Advising
Financial Advising
“I have nothing but wonderful things to say about Dylan Cowen. When I was diagnosed with a serious illness early this year, he quickly found me a new health insurance plan that covered my expenses, thereby saving me thousands of dollars. A big thank you to Dylan- he's the BEST!”
Financial Advising
“I would rate my experience at Sunrise Accounting as excellent...service and friendliness is just perfect. Miguel and his staff are very professional and prompt about keeping their appointments. I completely trust sunrise with all my tax needs, they are by far the place to go!”
Financial Advising
“I didn't realize until today that I had been taking the customer service in this branch for granted. I had to visit the Farmington branch (since it was nearer) twice and my experience there was horrible. After being disappointed there, I called this branch and they said they can assist me at a short notice without any appointment. The staff here is awesome and the bankers are knowledgeable. Their willingness to help reflects from their behavior. I'm sure I will always visit this branch even though it's farther for me from other branches.”
Financial Advising
“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.”
Financial Advising
“From the day we opened our business we endeavored to keep the best records and do everything right. We ultimately discovered our original accountant had made a mess of things which also impacted our personal taxes. We are so thankful to Gene Turley. He took a nightmare, reorganized all our books, amended all that had to be amended, and now has everything being categorized correctly, efficiently, and to our best advantage. We are so grateful for his attention to detail and for all of his hard work. You can't find a better CPA.”
Financial Advising
“Billy has gone above and beyond for anything that I ever need. He has helped me with creating accounts for my grandaughter Olivia as well as my stepfather. I would not hesitate to recommend his services!”
Financial Advising
“Paul Giliberto has done my taxes for over 20 years. Always trusted him and never looked elsewhere. Tax year 2021 was different all thanks to Covid19. I received my taxes late this year but at least I know it's done right. Thank you, Paul.”
Financial Advising
“I don't usually post reviews but here goes..... When it comes to money I feel very inadequate, have a hard time trusting people and understanding what they are telling me. Larry takes his time and patiently explains everything. Whenever I have a question, and not knowing the "terms" of explaining myself, I feel treated as a valued friend and customer and, thus, when I leave his office I feel better informed and comfortable. I always recommend his services wherever I go when someone has financial concerns.”
Financial Advising
“Extremely helpful, had a fraud alert on my debit card I called yesterday and spoke to Nicole had home phone issues, she tried everything she could think of to get everything taken care of for me, she was wonderful, went today and they took care of it right away”
Financial Advising
“They send timely reminders, provide clear instructions, and make the entire process seamless. It's hassle-free and convenient, allowing me to focus on other important things in my life. They genuinely care about their customers and strive to find the perfect solution. Thank you!”
Financial Advising
Financial Advising
“My experiences on the phone were great. Corresponded with 2 gals online..Very helpful. I did have to go into the SW office and Mariah was very pleasant and followed thru for me..”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
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