Investing near Manhasset, NY
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12 locations found near Manhasset
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1900 Northern Boulevard Ste East, Manhasset NY 11030
“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.”
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56 Harrison St Suite 203, New Rochelle NY 10801
“First rate company from top to bottom. Well versed in all aspects of financial dealings from tax implications to retirement accounts to financial advise. I could rate them higher than five stars, or else I would. I feel 100% confident and safe knowing that FF Partners are handling my finances!”
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1 Old Country Rd #390, Carle Place NY 11514
“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...”
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585 Stewart Ave Unit L60-C, Garden City NY 11530
“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.”
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213-33 39th Ave, Bayside NY 11361
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1130 Franklin Avenue, Garden City NY 11530
“The people were here are direct and helpful. I had opened a brokerage account with fidelity back in 2017 but I had never done any activity on my account. Fast forward years later I finally decided to be serious with investing in the market. I was able to get access to my brokerage and open a Roth IRA as well. It’s been smooth sailing ever since.”
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1325 Franklin Ave 4th Floor, Garden City NY 11530
“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.”
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600 Old Country Rd, Garden City NY 11530
“I have been self-directing and utilizing various roboadvisors for 20+ years with relatively little to complain about. However, I recently discussed my horizon and goals with Fotios and came to the conclusion there is no better place to hold my assets than with Schwab and with someone you trust. I have had a welcoming experience migrating accounts over and am very happy with the professionalism from this branch”
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103 Old Country Rd, Carle Place NY 11514
“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.”
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20 Great Neck Rd, Great Neck NY 11021
“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.”
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