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“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.”
8:30AM - 5:30PM
148 Prospect St 2nd Floor, Ridgewood
Investing
“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.”
“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!”
8:30AM - 5PM
499 Washington Blvd, Jersey City
Investing
“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.”
“Had a wonderful experience today at your bank today! Luisa Guzman was kind, efficient and went above and beyond to help my aunt and I get help for a family member who could not be present. She was a ray of sunshine in this crazy world we are living in. Thank you”
8:30AM - 5PM
200 E 79th St, New York
Investing
“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.”
“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.”
9:00 AM - 5:00 PM
590 Madison Ave floor 21, New York
Investing
“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.”
“I just had to run to PNC with a last minute emergency. The teller was so kind and patient with me. Seriously, if I could give 100 stars, you really saved the day, thank you ❤️”
9AM - 6PM
49 Vervalen St, Closter
Investing
“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!”
“I have been a Banco Popular over 30 years and I never have a problem! I have a very good relationship with the staff, which are very nice and professional! Especially the Spanish speaking personal, by Houston and Delancey branches!”
8:30AM - 5PM
1120 6th Ave, New York
Investing
“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!”
9AM - 5PM
353 Broad Ave, Leonia
Investing
“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.”
“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.”
8:30AM - 5PM
2308 Broadway, New York
Investing
“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.”
8:30AM - 5PM
1300 6th Ave, New York
Investing
“I sat down w Grant, who was extremely helpful in answering my questions and supporting my understanding of how to manage accounts that will be under my management soon. He helped me map out a rough plan and tho I may not choose to spend money on an agent moving forward, if I did, I would absolutely choose him. Thanks for everything, Grant!”
“Popular bank, I went to open an account and Ms. Brenda Perez she was very helpful and very pleasant. Great customer service, great service. They are awesome company very loyal and caring they have gone above and beyond through the covid 19 they are understanding and help in anyway the can. Happy customer!!”
9AM - 6PM
1 Engle St, Englewood
Investing
“I researched banks in my area,, Englewood, and this one had the least amount of fees and restrictions. Their products were exceptional. Now the customer service, with Sandy, was off the hook!! She was naturally happy and helpful. She listened and responded with a high level of enthusiasm. The bank is open to 6 Monday through Friday.”
9AM - 6PM
113 Main St, Hackensack
Investing
“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.”
8AM - 4PM
345 Park Ave, New York
Investing
“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.”
9AM - 6PM
583 Kearny Ave, Kearny
Investing
“Jennifer was an amazing help to my mom during her situation! I personally didn't think the wait was long, and we were out in an hour with everything all fixed! Definitely coming back whenever we need any other assistance, thank you!”
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“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.”