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“Michael Bonanno is best described as my lighthouse when I found myself in unknown dark stormy waters. His immediate empathetic insightful guidance gave me a path towards a more secure future with his analysis and feedback. He asked me to stay in touch to let him know how I was doing. A truly genuine person and I highly recommend his services!”
“Robert and his team, Nabila etc., have been attentive and have done a good job over the 15 years I've known them. Robert will always get back to me ASAP and he is patient and listens to my concerns even though I am a small(less than 200K)client...sadly, he cannot control the markets...=)”
“I don't know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.”
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“My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.”