Investing in Greenwich, CT

“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.”

“Although Green Capital Funding is not a large business development corporation, it has something far more important: the knowledge, experience, and business acumen to evaluate opportunities and secure funding quickly and efficiently. Mr. Hodzic combines an exceptional work ethic with a sharp, strategic mind, making the entire funding process straightforward and successful. My family and I are extremely grateful for his professionalism and dedication. Thanks to Green Capital Funding, our businesses have been able to grow well beyond what would have been possible on our own. Without their guidance and financing, we would likely still be a small mom-and-pop operation. We highly recommend Green Capital Funding to any business seeking a trusted partner to help achieve its growth goals.”

“I have worked with Brad for over 25 years and can attest to his superior knowledge and commitment to getting the best product and pricing for each client. He is an outstanding communicator with great attention to detail. When working with Brad, I know that the client is in good hands. I highly recommend Brad for all your private mortgage banking needs.”

“I have been a customer of Charles Schwab forever (well, at least since 1987). As the nearest location to our new home in Westport when we moved from Manhattan in 2009, I selected the Fairfield CT location as my servicing office. I was never satisfied with their quality of service. Therefore, when I had a relatively complicated issue to resolve in April 2023, I decided to try the Greenwich office for a change. I was not disappointed.I was met in the lobby by Lecia Lupoli, Client Service Specialist. I explained what assistance I needed, which was to reverse a 2022 Roth IRA contribution, open a Traditional IRA, and transfer the 2022 contribution from the Roth to the Traditional IRA. All to be completed before the tax filing deadline of 04/18 (I visited Schwab on 04/07).Lecia spent the next hour working only with me to complete each of the several steps necessary to resolve the situation, until all of the necessary steps were completed. I was given a hard copy of the paperwork, and received a text confirming that Schwab was actively working to make sure the transaction was completed and settled in a timely manner.Lecia went above and beyond my expectations. Consequently, I have requested that the Schwab office in Greenwich be coded as my new "home" office location.Thank you.TWJ (Westport, CT)”

“After experiencing terrible customer service via advisors using Fidelity's 800#, I called the Greenwich branch and the person I spoke with was empathetic to my issue and immediately arrange a solution for me. He was working remote but ensured me he'd alert someone at the branch so when I showed up things would go smoothly. Upon arrival I was greeted and then as promised, another advisor helped me straight away and resolved my issue in mere minutes. What took me hours on the phone and mis guidance from online reps but taken care of so smoothly thanks to the competent advisors at this location. Lesson learned to always go in person. Additionally, the branch office is new, clean and lovely.”