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“Frank is an awesome guy and just his overall vibe is excellent. Not only is he awesome, his accounting skills are even better. Definitely recommend coming here, he works like no other CPAs out there.”
“Dan and staff prepared my individual tax return quickly and accurately. My interactions with the staff were both friendly and professional. Dan also provided tax insight to me and my financial advisors for future RMD distributions from my IRA.
I am a satisfied client!”
“Ed Bove of Tax Express did an awesome job helping me with the filing of my income taxes. He was efficient, professional, kind and patient. Ed answered all of my questions and was really great at helping me understand my taxes better. Whenever I reached out to their office with a concern or question, I received a timely response. Their tax portal system is a user-friendly system that made it easy to get documents to their office and to see my completed tax filings. Both Ed and his assistant Kathy Dragonette were a pleasure to work with. Thank you, Tax Express! Wishing you continued success with your business in the new year.”
“Gary Scheer has been super helpful with navigating numerous issues we have had with our insurance company regarding denied claims and denied services. He is very patient and responsive and always makes a point to follow up with any of the concerns we have had. While dealing with insurance companies can be very frustrating, knowing Gary is available to help has been reassuring.”
“Joe and his team provided a convenient and efficient tax preparation experience. We were able to do everything remotely via his secure web portal, and he even reviewed an underpayment notice from my wife's 2016 return to help us out as a courtesy.”
“These guys went above and beyond to help me out when my mortgage with another lender fell through last minute. They were proactive about ensuring we wouldn’t run into the same issue and we were able to close on time, as promised. Francis did a great job moving quickly and efficiently, and was always a professional communicator even when dealing with stressed-out realtors. The team at RealFi was even able to get us closed at a better rate than we originally had. This is NOT too good to be true, these guys are the real deal!”
“My wife and I were introduced to Vince Pallitto over 10 years ago by a financial columnist writing about retirement assets. We were nearing retirement and needed financial advice. We were unsure about whether we had sufficient assets to achieve the retirement of our dreams. Vince was very patient and knowledgeable and provided a financial roadmap so we could retire. We have been traveling and enjoying retirement ever since.”
“Spoke with a Sid C. today on the phone to set up an account. He was extremely helpful and professional when it came to opening my account. He took his time to work with me and go over all the options that fidelity provides. Great service!”
“I always receive excellent service at this branch. Katina is very knowledgeable and helpful. She is always warm, welcoming and attentive. She never gets upset or impatient when I forget my password. She is pleasant and encouraging, and willingly guides me through the process of resetting my password. I must say that I love the personal individual attention that is given to me.
It’s reassuring having a live person to interact with and not having to deal with machines. Everyone at this branch is friendly, helpful and knowledgeable. Maurice Simpkins, VP Financial Services has been tremendously helpful in providing financial guidance. I have seen investment growth over the years since meeting with this knowledge and helpful team. I highly recommend them.”
“Honestly, I had no idea where to begin when it came to investing, but Chris and his team made the whole process feel simple and approachable. They took the time to understand my goals, walked me through a clear plan, and answered all my questions without making it overwhelming.”
“Went in last minute to setup a solo 401k. Got immediate attention and very helpful and thorough guidance at this office. My contact Giovanni was superb and went out of his way to accommodate me. Top notch service A++++++”
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“5 Stars for Ridgedale Federal Credit Union. Especially to RoseC the loan manager, she treated me with kindness respect and professionalism. Made process smooth and understandable, even when I was going through a difficult time personally, she is wonderful and great at her job. Very grateful Steve and Pam M…..”