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8:30AM - 5:30PM
56 Harrison St Suite 203, New Rochelle
Investing
“I have had the pleasure of working with Kevin Myers at Flynn Financial Partners for almost a year. I was about to begin my retirement journey. The care, information, and support from Kevin and the entire team at Flynn Financial has been exceptional. Through this transition, I have felt comfortable and informed the entire time. I was also able to have my 2023 taxes done by Daniel Confreda and Mosaic Tax Management. Although my tax situation was a bit more complex this year, the task was done quickly, efficiently, and with expert advice. I highly recommend any and all Flynn Financial Services and I have recommended them to friends and family.”
“If there was ever a company that truly cares about your needs it is Coolidge Capital. They are a top notch company that works overtime to help steer you in the right direction and get you funds immediately. You won't be disappointed...”
8:30AM - 5PM
213-33 39th Ave, Bayside
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.”
“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.”
“Very positive experience today. Meghan at the front desk was very helpful with a year end transaction. We stopped in while traveling and appreciate such great service especially from a non local branch. Thanks Meghan!”
Investing
Investing
Investing
Investing
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.”