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8:30AM - 5PM
302 W Main St Ste 206B, Avon
Financial Advising
“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.”
“We are long-time clients. Entire staff is knowledgeable, courteous, and always extremely helpful. Our appointments are always pleasant experiences. We are grateful for Roger's expertise over the years and his assistance in planning our investments.”
“Laurie and her staff are great at what they do. They are the real deal when it comes to being Quick Books experts, bookkeeping and organization. I cannot say enough about how valuable they are to helping a business with all your bookkeeping needs. They are extremely skilled and knowledgeable. They are also super pleasant and professional. Thank you for providing such great service and skill to our office and the community.”
8:30AM - 5:30PM
2035 Broad Street, Hartford
Financial Advising
“Miguel has been excellent to work with. I’ve made some pretty dumb mistakes that ended up taking him additional time to correct but he’s always been on top of it and walked me through the corrections. When I have questions about potential business purchases and how that effects my tax liability he is always there to explain the complex tax system in understandable terms.”
“I had an amazing experience at this bank! The staff was incredibly helpful and friendly, making my banking needs feel effortless. I appreciate their attention to detail and willingness to go the extra mile—definitely my go-to spot!”
8AM - 5PM
95 Glastonbury Blvd # 216, Glastonbury
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!”
“Extremely thorough interview plenty of time is allotted for each new opening. the reviews of all your products and taking time to hear your questions and not having him ask everything. he's just very personal, very thorough, very informative and he's able explain how you thought things weren't right in the past but what you didn't really know about the products you had and so him taking time to tell you both sides of the story and nothing being hidden. Also no fees products, that's the way to go. Doug Gordon all the way”
“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.”
“This agency assist people need or behind on their rent, or behind under their mortgage to try to get assistance. An individual must qualify in order to get the assistance.”
8:30AM - 4:30PM
29 S Main St #201, West Hartford
Financial Advising
8:30AM - 5PM
66 Cedar Street Suite 303, Newington
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.”
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“Greg was beyond generous with his time and knowledge during our initial meeting. As someone who is embarking on a full-time freelance career, he went above and beyond to put me on the right path for financial success.”