Financial Advising near Riverside, CT
15 locations found near Riverside
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Financial Advising
Financial Advising
Financial Advising
“Let me make it clear. The great rating is for *******, the team leader, who took the time and patience as she helped to solve my problem in the branch.The bank depends on a few people who are willing to go above and beyond to help solve problems. Too many of the employess go blank and if you are on the phone, transfer you; or if you are in person, they are unable to do much.The new upgrade to the banking site is a plus and that was the only way I found out that a CD I purchased had matured earlier in the year. The bank in general has much room for improvement.”
Financial Advising
8:30AM - 5PM
19 E Elm St, Greenwich
Financial Advising
“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)”
Financial Advising
“Best bank on the planet. Just got a multi-year rebate from them for fees that I didn't even know I was paying (charged by other banks). Free ATM means FREE ATM, and these guys really stand by that promise. Every interaction with the team at FRB has been an absolute delight over the years. About time I move my remaining accounts here...”
Financial Advising
“We have been using Pinnacle / Tom Povinellie for years. I highly recommend him for tax returns and advise ! Easy to find location on Post Road and ample parking.”
Financial Advising
“Very professional. They made sure I got everything done that was needed. Lots of forms, but that's what is required by regulators. Very pleasant to work with.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
8:30AM - 5:30PM
83 Mason St, Greenwich
Financial Advising
“It’s a pleasure to work with Sean and his team for close to ten years now. The Reliable, patient and able team has helped ease a lot of burden for our small business and allowed us to grow with security. Much appreciation for this great team!”