Investing near Riverside, CT
30 locations found near Riverside
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Investing
9AM - 5PM
1171 E Putnam Ave, Riverside
Investing
Investing
“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.”
Investing
“The challenges facing investors are myriad and complex. The tides of emotion often pull one in a particular direction at precisely the wrong time. Hedgeye provides the antidote. By augmenting fundamental analysis with a mathematical process to determine whether a stock or market sector or index sold be sold or bought, Hedgeye quiets the emotional response and builds upon statistical probabilities to put you on the winning side of trades long or short. Use the process to build a portfolio for the long term or to trade daily. Once you take the "leap" of faith and trust the signals, you will minimize losing capital - And that is the key to creating wealth long term. Hedgeye advises individual investors the same way they advise over $1 Trillion of assets under management at instiutional firms. It works.”
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!”
Investing
“I can’t say enough about First County Bank on Summer Street. Camilo is by far the best and most helpful person. He and all of the staff make you feel like family no matter what I am need of at the time. He was exceptional specifically in 2020 when I was hospitalized with Covid. My family needed his help and he did everything possible to get them on track. Thank you for all the years of outstanding service!”
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.”
Investing
“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.”
Investing
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
“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.”
Investing
“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...”
9:00 AM - 6:00 PM
132 E Putnam Ave, Cos Cob
Investing
Investing
“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.”
Investing
“They’ve managed my family’s money for 30 + years…. The Advisors have always done their best to guide and protect us financially. Thank you to the Smiles Team - Sincerely”
Investing
Investing
8AM - 6PM
600 Steamboat Rd, Greenwich
Investing
Investing
Investing
9AM - 5PM
301 Tresser Blvd #1333, Stamford
Investing
Investing
Investing
“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!”