Investing near Forest Hills, NY

27 locations found near Forest Hills

“I personally want to thank Phil and his team at this location. They were patient and courteous and did everything possible to help me out with my situation. Thank you!”

3.8 Good11 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 cannot recommend Drucker Wealth--as both a financial advisor, and a tax advisor/preparer--enough. Their financial and tax teams have been lifesavers for my wife and me over the past year and a half. We have both changed jobs multiple times, come into various sources of income, and are expecting our first child next month. Drucker Wealth's financial and tax wings have guided us throughout all of these significant and complicated life changes. Everyone on their team is incredibly responsive, and also super patient with us as well (I am not financially savvy and have asked many dumb questions throughout this time). All of this to say, you cannot go wrong with the DW team!”

5 Superb55 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!”

4.3 Superb27 Reviews

“Best customer service ever. The lady who sits in the entrance was helpful, supportive, and professional. Barbara Graff solved my inquiry effectively and timely. I recommend this place to my friends and family. This is the best branch.”

3.9 Good32 Reviews

“Am very happy being a customer of popular bank eastern parkway more so when I met Johanna John who help me with a loan to pay all my debts I had credit cards and other debts and it all paid off am very happy being debt free with the help of Johanna just to have a big shout out to Johanna John for help so go in and check them out they all very friendly helpful so thanks again Johanna much love”

3.4 Good50 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 Good11 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.”

3.9 Good12 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 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”

3.2 Average28 Reviews

“Ana and her colleagues at Banco Popular on Eastern Pkwy in Crown Heights were nothing short of incredible in helping me setup an account for my block association and I encourage anyone shopping for a local bank branch to stop in and meet with her and the branch account services team to learn how they can help.”

3.3 Good11 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.”

2.8 Average74 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 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.”

2.9 Average17 Reviews

“Great service from Adam Perry who bent over backwards assisting us with settling ng up new accounts and teaching us how to transfer stock. Very professional!! And personable.”

2.9 Average17 Reviews

“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!”

3.1 Average8 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!”

2.8 Average12 Reviews

“I went in about 11:00am was out by 12noon was pretty fast, I was disappointed that I couldn’t open my business account there because of one document I told the guy I just had a business account with the same papers I showed him and the government don’t send the same documents to everyone, I had all the papers to show I was a non-profit and registered and he still said he couldn’t do it???????but other than that it was good ?”

2.6 Average29 Reviews

“The two representatives today were very helpful in helping me make a transfer to an account in Puerto Rico. Will definitely coming back for their excellent service.”

2.7 Average12 Reviews

“Great bank. Located near my business for convenience. Excellent Manager! Elvia is awesome! As a small family business she makes and treats you like family. Everyone who works the is bilingual and smart!”

2.7 Average12 Reviews

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