Financial Advising in West Hartford, CT
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5 locations found near West Hartford
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231 Farmington Ave 3rd floor, Farmington CT 06032
“We are long-time clients. Entire staff is knowledgeable, courteous, and always extremely helpful. Our appointments are always pleasant experiences. We are grateful for Roger's expertise over the years and his assistance in planning our investments.”
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960 Farmington Avenue, West Hartford CT 06107
“I had an amazing experience at this bank! The staff was incredibly helpful and friendly, making my banking needs feel effortless. I appreciate their attention to detail and willingness to go the extra mile—definitely my go-to spot!”
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65 LaSalle Road, West Hartford CT 06107
“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”
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11 South Main Street, West Hartford CT 06107
“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.”
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29 South Main Street Suite 201, West Hartford CT 06107
