Investing near Leonia, NJ

27 locations found near Leonia

“I've created four accounts here over the last several years, and use the app, ATM, and tellers quite often. I have never been disappointed with any interaction I've had at the Leonia branch. Specifically, Nellie, and Lena are outstanding and always willing to go the extra mile. Kudos all around.”

3.2 Average16 Reviews

“My partner and I have been using Gideon and Drucker Wealth and their supporting, ancillary teams now for several years and they are a 5/5 star service. Gideon is my first financial advisor I've ever had and I can say transparently that I went into the experience a little hesitant/nervous but his cadence and manner in the onboarding process (and beyond) made it anxiety-free and straightforward. I now feel way more in control of my finances and my future. Information is power! Highly recommend.”

5 Superb42 Reviews

“Joining TA has been one of the best investments I’ve made….for myself and for my 16-year-old son. I’ve had a passion for years to understand the markets, read charts, and ultimately become a professional risk manager.

Special thanks to the entire Ridgefield Park team and my guy Khalil for all the guidance and support. Grateful for the lifetime access, the knowledge, and the new friendships with people on the same journey.”

4.7 Superb60 Reviews

“I first met Jim when he was my mother’s financial advisor and he came to meet with us at her home when her health didn’t allow her to travel to his office. I got to see first-hand how generous he was with his time, his level of expertise, and his caring attention to my mother’s needs. When she died in 2012, Jim helped me through that process with kindness, compassion and integrity. It was, therefore, an easy decision to entrust my own finances to Jim and his team.

Jim, Jonathan and the rest of the Parks team provide excellent advice and guidance, are unfailingly professional and responsive, and regularly go out of their way to be helpful. I consider myself lucky to be a PWM client.”

5 Superb18 Reviews

“Madison Avenue Advisors has been great over the years with providing investment and financial planning services that have been extremely beneficial. Highly recommended knowledgeable team!”

4.7 Superb14 Reviews

“Came here for the Operations Summit and had a great day ! Learned a lot about the upcoming developments to the system that will improve function for client and advisor.Location is great and easy to get to, parking is available for a fee near ( I used Uber)The location is modern and nice ! They house floors 2-6 and you recognize it by the bright green colors as soon as the elevator doors open. Great view from the 6th floor of the water. Great day here at Fidelity.”

4.3 Superb18 Reviews

“The entire staff is lovely.
Julia and Nelly always very helpful and friendly.
Front girls Mariafe, Walquiria and of course Marija Durovic always provide best possible service.
Very satisfied with this team.”

4.1 Good27 Reviews

“Hi I've been to the Ridgewood PNC Bank and wanted to let you know that I had experienced EXCELLENT Customer service for Michele & Eric, always very helpful and knows me by name. Thank You”

3.8 Good35 Reviews

“I frequently visit this PNC branch to deposit cash from my shop, and today, when I showed up with about 200 lbs of rolled quarters, Ariana was SO helpful and willing in the insane process of counting and sorting all of them. I've been stressed about my quarter situation for months and am so relieved that the folks at the Penn Plaza PNC branch made it so easy.”

3.6 Good147 Reviews

“Really thankful for William and Sam at the front desk! My visits have always been so warm, polite, friendly, and helpful. Also appreciative of how Sam could've allowed another insistent gentleman to skip me in line, but always made sure I was helped first, even if the gentleman had a bit of an attitude. William and Sam have made what could've been a confusing process so much more pleasant.”

4.4 Superb10 Reviews

“I'm a customer of Englewood PNC for 35 years. I love the staff especially Judy. I don't want her to leave and go back to Ridgewood. She is too valuable for Englewood PNC branch.”

3.9 Good15 Reviews

“They advertise to make 4% on short term notes but fail to mention you have to have a net worth of $500,000 to invest in that. With less than that you only have 1 investment choice called the Prism Fund, which may make more, but lacks the safety of a short term note.”

3.2 Average59 Reviews

“I am having the BEST experience working with Ashley Wright in PCG for years! She is caring and responsible, she is dealing with our daily invoices and when we needed advise, she advised the best to our business. I'm so relieved to have a source of funding so that I can pay my contractors even if my client hasn't paid. I would recommend Phoenix Capital Group to anyone needing funding for their business.”

5 Superb4 Reviews

“Great service everyone very nice and welcoming great excellent customer service.. security guard is also very nice and very professional at his job .. everyone is great”

3.5 Good27 Reviews

“M3 has provided a great experience out of the gate. I met fellow business owners who have offered to share their personal and business experiences to help all of us in the M3 forum.Can't wait for the next meeting!”

5 Superb4 Reviews

“I had such a great experience at the PNC Bank in Garfield! The staff here are always so welcoming, professional, and genuinely helpful.

I especially want to recognize Sezana, Biljana, and Roxanna—they truly go above and beyond every time I visit. They’re patient, knowledgeable, and make everything so easy to understand. You can tell they really care about their customers and take pride in what they do.

It’s not often you find a team that’s this consistent and kind. Highly recommend this branch to anyone looking for excellent service!”

2.9 Average49 Reviews

“I came into Fidelity knowing I wanted to open a Roth IRA and credit card with it. There was a walk-in wait time of about 15 minutes, because everyone there was busy helping a customer already. The lady helping me was very sweet, and helped me solidify my decision in opening a retirement account early. I told Olivia about my pervious issue with registering with Fidelity online since I didn’t have an existing account with them yet. She offered me a physical form to fill out, and explained the process/wait time after I was done filling out the form. Whole process was very smooth, very straightforward. I also noticed she was very attentive to the other customers while I had my own time filling out the application. Thank you Olivia!”

3.4 Good9 Reviews

“It was the biggest Blessing ever to open an account at Wells Fargo bank at Riverdale Avenue, Thanks for the excellent, Professional and Pleasant Services that they have.”

3.2 Average50 Reviews

“I have been with this branch since they were in Delancy Street the staff there are always helpful and they always solve any problems that I have. I just wish that they would stay open longer it would be very helpful especially for those who can't make it to the bank before 4pm.”

3.2 Average16 Reviews

“A bit understaffed. One person was helping 2 others, but called someone out to help when I arrived. Good thing because 2 more customers came in after me. He was able to resolve my issues and both were apologetic for the wait. They were both handling difficult problems, so no worries.
I've been to other Charles Schwab locations and they all have been very helpful. Unlike Fidelity. They tell you to use their app and then try to upsell you on their products. It's like going to a used car salesman.”

3.4 Good7 Reviews

“I need a new card and I went in I was helped by Emely. She was such a sweet heart and extremely helpful. Made the process quick , easy, & simple. Thank you again.”

2.8 Average34 Reviews

“It is a beautiful place with very friendly and professional people. I am very grateful for your attention, kindness and time dedicated to us. We at Hot Bread Kitchen appreciate all your valuable recommendations.”

3 Average14 Reviews

“I want to personally thank Novaughn Miller at the uws branch who not only went above and beyond to help is open an acct for a new
Notforprofit but also went above and beyond to figure out why a check that was 'deposited' somehow ended up in the wrong account and then made numerous calls to
Resolve it quickly and correctly. He is diligent intelligent and a pleasure to
Work with.”

4.3 Superb11 Reviews

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