Investing near Carle Place, NY

30 locations found near Carle Place
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Wells Fargo Advisors Investing

“I do not write reviews often however the courteous, respectful and excellent service provided by Branch Manager Stephanie Williams deserve shout out. Due to COVID restrictions, most banks are only taking clients via appointments and unaware of that, I walked into the bank today for something important. I was greeted by her and even though I did not have an appointment she mentioned to wait a bit to and assisted. During the process she was diligently working with her staff and making sure all client requests were handled properly. If anyone from the Wells Fargo Corporate office is reading this review, I would like to say Thank you and you should feel proud of individuals like Stephanie who go out of their way to assist clients. I would highly recommend this branch for banking.”

4.5 Superb2 Reviews
Fidelity Investments Investing

“I went here today to take care of some paperwork. While I do dislike Fidelity overall I'll have to admit the workers here were very polite and helpful. So not sure about all the other negative reviews. But things were actually good, but again I do dislike Fidelity and moving my business elsewhere in the future. But I'll give them 5 stars because today they deserved it.”

4.5 Superb4 Reviews
David Lerner Associates, Inc. Investing

“I've been with David Lerner & Assoc for almost 20 years, with Rich Lerner as my advisor. Needless to say, if I hadn't been pleased, I wouldn't still be there. Rich has always been upfront, helpful, not only regarding my investments with him, but other financial big life decisions, even if he wouldn't benefit. That's the kind of man and professional and now friend he is. During marital crises, health crises, and of course for help for general financial advice, he has soundly, honestly and simply explained my options and guided me in wise decisions. I consider him indispensable and part of my family. My son is now using him and is so impressed and glad he followed my suggestion. Rich took over an hour with him on first conversation just explaining investment basics. What more can I say? I'm well into my senior years and have more peace and security with Rich and Lerner & Associates by my side.”

3 Average38 Reviews
Charles Schwab Investing

“Since I am planning an overseas trip I did a little research and found the travel community raves about the ATM features of Charles Schwab's checking account with good reason. They reimburse you ALL ATM fees and NO foreign transaction fees (when you take money out in another currency). In general I found you usually get the best exchange rates withdrawing funds directly from your bank account instead of exchanging money at the booths you find in airports/cities around the world, or bringing a wad of dollars to a bank. That alone was the main reason for opening an account, but I also found they have 24 hour customer service. It is US based and knowledgeable. You can also chat online so no need to speak on the phone. I did find they tend to ask questions about your investment plans and do try to steer you towards their investment products. To open a checking account you also need to open a brokerage account, but there are currently no requirements to fund it. You may want to. In looking over their investment options they have some competitive expense ratios on their mutual funds and ETF as low as .03% beating the low cost investment leader, Vanguard in some categories. Stick with the no transaction fee funds and ETFs, because the ones with fees are pretty high. The fine print states that expense ratios can change at any time, but as of now that is some of the very lowest around. Truly pleasantly surprised by my experience so far. Hoping the good vibes continue when I travel over the summer and actually use my ATM privileges.”

2.8 Average12 Reviews

9:30 AM - 4:00 PM

20 Great Neck Rd, Great Neck
Wells Fargo Advisors Investing

“Hours aren't long but the people who work here are very nice and the bank is clean. I hardly ever see it crowded now with covid rules in place. The atm has never given me any issues. I just wish the bank was open for longer hours on the weekend.”

2.8 Average4 Reviews
Charles Schwab Investing

“Staff at this office have always been professional, courteous and responsive. Jack Vogelzang in particular introduced the Schwab Intelligent Portfolio to me and I couldn't be more pleased. The only way they could get a fifth star from me is if they actually gave away free money the way the Fed seems to these days.”

2.6 Average5 Reviews

9:30 AM - 4:00 PM

3584 Long Beach Rd, Oceanside
Wells Fargo Advisors Investing

“Every time I go into my branch located in Oceanside NY, I can not say enough, about how nice everybody is. The tellers and staff are always so polite and accommodating. When I need help from an officer, the woman officer there whose name escapes me, but begins with a Z, is always so helpful and nice. They all go out of their way to make me feel welcome. The only issue that I have, has nothing to do with the staff. Since the branch, hours were reduced and closing time was moved up to 5 pm from 6 pm, it has been much more difficult for me to get into the branch during open hours. 6 pm closing made it much easier to use the bank with more frequency. I have also thought, that since the bank is located in the very best spot in the whole shopping center, it has the corner spot in the strip of stores where the branch is located if they have seriously considered opening up a drive-up window. The branch is often on the quiet side. That is such a busy mall, with Kohls, Amazon Fresh, Michaels, Bed Bath and Beyond, Marshalls, Sleepys (now Mattress Firm), and a pizza place, dry cleaner, card store, and a bagel place, that a drive-up window most will surely increase the number of customers and increase business at that fine branch geometrically.”

3 Average2 Reviews
Joseph Stone Capital Investing

“Manuel Ramos has been very attentive to my account, provided many investment options and has adjusted the nature of our investing strategy to match my changing needs.”

0 Na0 Reviews

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  1. Carle Place, New York

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