Investing in Greenwich, CT
5 locations found near Greenwich
View Map
Investing
9:30 AM - 4:00 PM
1 Lafayette Pl, Greenwich
Investing
“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.”
8:30AM - 5PM
19 E Elm St, Greenwich
Investing
“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)”
Investing
Investing
Investing in The Nearby Cities
Related Categories
You May Also Like
-
Wells Fargo
7 Locations -
First Republic Bank
93 Mason St, Greenwich Locations
“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.”