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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…..”
“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.”
“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.”
“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!”
“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!”
“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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“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!”