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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.”
8:30AM - 5PM
365 Hempstead Ave, West Hempstead
Investing
9:00 AM - 6:00 PM
103 Old Country Rd, Carle Place
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.”
“I've been a client since 2019. Rob (CDB Wealth Management team) has been doing a great job managing my Roth IRA. He and his team are a pleasure to work with.”
8:30AM - 5PM
72-19 Austin St Ground Floor, Forest Hills
Investing
9:30 AM - 4:00 PM
20 Great Neck Rd, Great Neck
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.”
“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.”
8:30AM - 5PM
213-33 39th Ave, Bayside
Investing
“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...”
9:30 AM - 4:00 PM
145 Fulton Ave, Hempstead
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.”
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“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.”