Investing near Manhasset, NY

6 locations found near Manhasset

“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.”

1.8 Poor9 Reviews

“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!”

5 Superb51 Reviews

“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...”

4.4 Superb7 Reviews

“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.”

3.9 Good12 Reviews

“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”

3.5 Good13 Reviews

“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.”

3.2 Average15 Reviews