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“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!”
8:30AM - 5:30PM
2035 Broad St, Hartford
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!”
“Greg was a total professional, even while helping me deal with the ups and downs of starting a small business for the first time. He took the time to help me understand what exactly was being done with my taxes and bookkeeping. Talk to Greg - you won't be disappointed!”
“Looking for the best FOREX & STOCK Account Manager? Then I've brought you to all good news that Sherry Sherry is the Best FOREX, STOCK, BINARY OPTION & IQ OPTION online Trader, who can turn $500 into $6,500 in just 6days.... Ever since she started trading for me, I have never had any reason to regret my knowing her... contact her now”
“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.”
“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.”
“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!”
“This review comes from my heart.. I am a partially disabled air force vet. Since the covid 19 struck i have had the worst luck you can imagine. I am 61 years old and have led my life with integrity!!!! I was laid off from my job over 6 months ago. I have no money at all. I was being evicted from my apartment and have no one to turn to for help. I am not used to asking for help. 211 referred me to Unite CT.. This is where I met Sherese. She is such an amazing person. Sherese takes her job very seriously!. She cares so much about helping people. Without her i would be homeless now. I insisted on thanking her publicly. She deserves all the kudos in the world. I just cant thank her enough. Now i understand why she is the supervisor. I wish i could do more for her. Thanks to Sherese i have a roof over my head tonight!!!!!!”
“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”
8:30AM - 4:30PM
29 S Main St #201, West Hartford
Financial Advising
8:30AM - 5PM
302 W Main St Suite 206B, Avon
Financial Advising
“Mike has been our financial advisor for years. He gives very sound and well researched advice. We put a retirement plan together with him years before our retirement age so we would be prepared. Mike did a fabulous job. I highly recommend his services.”
8:30AM - 4:30PM
City Place I, 185 Asylum St 14th Floor, Hartford
Financial Advising
9:00 AM - 7:00 PM
95 Glastonbury Blvd Ste 408, Glastonbury
Financial Advising
9:00 AM - 5:00 PM
224 New London Turnpike, Glastonbury
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.”
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“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.”