“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.”
“One can only have confidence in an investment firm if their process is broadly transparent and, critically, repeatable. But it must also evolve and adapt. Most of Wall Street touts their calls, known as resulting. Hedgeye doesn’t shy from that, but with them you know how they got there. Recently they nailed with the precision of a B1 attack on Iran’s nuclear facilities the abrupt rotation in the US equity market that roared out of the gate Jan 2. BUT, they gave you time to prepare in December. Position, not chasing.”
“I want to give a huge thank you to Camilo, Alan and Mohammed at the Summer Street location for their help this morning and yesterday! I have been with First County for over 25 years and its because of employees like them that I have stayed. They did not hesitate to help and resolve my issue so I would not be stuck over the holiday weekend. You guys rock!! 😁
Have a Happy Easter!! 🐰”
8:30AM - 4PM
95 Park St, New Canaan
Investing
“I love this branch! The staff are friendly, polite and professional, especially Ping and Perry. Since I always use the drive-up, most likely I talk with one of them. They are awesome!”
“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.”
“This is a great bank to be apart of especially because of Bank tellers Ana and Priyanka are truly great professionals at their job, I'm so grateful for their customer service, I definitely recommend this place at all times.”
“My family has been using the tax preparation, accounting and estate planning services of the Dowling Group for almost two decades. They've done marvelous work on our behalf, preparing fairly complex tax returns and always making sure that we are doing things in the most tax-efficient and prudent manner, possible. I have nothing but praise for the deep knowledge and professionalism of Sean and his team. When you have a simple tax return, you can use H&R Block online, and, that works great. For high net worth and UHNW individuals and families with complex tax returns, you need savvy and knowledgeable professionals.”
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)”
“We have worked with Tom for years and he provides outstanding service. He is exceptionally detail oriented and reliable. We feel very fortunate to have found him and would not consider going anywhere else.”