Financial Advising near New Rochelle, NY
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
16 locations found near New Rochelle
Filters
-
56 Harrison Street Ste 203, New Rochelle NY 10801
“Tim Flynn was introduced to me about 18 months ago. Since that time, my wife and I and my son, who is also my business partner have worked with Flynn Financial Partners across a variety of platforms, including retirement accounts, real estate investments and estate planning. He's provided excellent counsel in all of these areas. He's patient, accessible and above all, trustworthy. He's never once pressed us for our business. We've given it to him, anyway. The several accounts that we've put under his management are performing marvelously. He's a wealth of knowledge and resources and his team operates the same way he does. We sincerely appreciate the level of comfort and security he and the rest of his firm have provided.”
-
2027 Williamsbridge Road, Bronx NY 10461
“Thank you to Kenny and his wife for assisting me with my taxes. I had some issues filing my taxes as a 1099 employee for the first time but Kenny was very understanding in addressing my concerns and did a revision. The team then reached out with corrections and didn't hesitate to address any further concerns before submitting my taxes. Thank you so much!”
-
2718 Lurting Avenue, Bronx NY 10469
“The team at ASR Accounting are professional, detailed, knowledgeable and hard working. They have been taking care of us since we first started our business over 8 years ago and don’t know what I would do without them!”
-
50 Main St 10th floor, White Plains NY 10606
“This is my first year using Lavin & Associates. I am a veteran and reservist and they offered me a great discount! They are honest and professional and the exact type of people you want handling your finances and offering tax advice. I’ve used other companies in the past but none compare to how professional and responsive they were. Will be a loyal customer for years to follow!”
-
475 Northern Boulevard Ste 26, Great Neck NY 11021
“Are you able to say you just love your financial advisers and investment team? If not, why?? The Kutz brothers are your answer. The best, easiest to understand and worthwhile advice are what they specialize in. I am the third generation of my family to benefit from their service. They are upstanding, fair and honest to a fault. With them, we feel safe and informed. I cannot possibly express our satisfaction enough, they are excellent!”
-
75 S Broadway Ste 404, White Plains NY 10601
“I have been with Prato Capital for many years, and they take a more personal approach in managing my finances. I am very happy with the way they handle my account. I can always depend on them for advice and support. I would definitely recommend Prato Capital Management.”
-
20 E 179th St, Bronx NY 10453
“Best loan application process I've ever experienced (auto loan). Feels like any time you go through this process it's always a headache but the people I worked with at USAlliance (specifically want to give a shoutout to Iveliz), were great. Super responsive and informative and walked you through the process.I also liked being able to communicate with the processor over email and call them directly over the phone if need be. I'd like to reiterate the responsive part cause that's typically the worst part of any loan process, but this was a delight.”
-
766 Yonkers Ave, Yonkers NY 10704
“Using Tompkins for several years as my main banking. Never an issue. I use the digital banking app which moves funds around easily. Also had a mortgage with Tompkins which went smoothly.”
-
69 East 167th Street, Bronx NY 10452
“This arriva tax place treats you with consideration and explains everything you fully don't understand. I suggest make early appt. I've recommended about 5ppl there.”
-
212-45 26th Avenue Suite 5, Bayside NY 11360
“For over 35 yrs. Joan has been there for my family and I. She's assisted in audits and enabled my mother to retire comfortably with her outstanding financial planning. I highly recommend and trust her.”
-
799 Central Park Avenue, Scarsdale NY 10583
“Brianna was super helpful with depositing my check from the city into my Cash Management Account. Was not able to do mobile deposit on fidelity or any other of my fintech apps, so I came here to deposit in person and it went super smooth. Thank you so much for your help!!”
-
555 Boston Post Rd, Port Chester NY 10573
“When I went in to open my account, I noticed the bank staff knew all their customers names. Not just one or two, but every member that walked in was greeted by their name. I was very impressed. The entire staff was super friendly and helpful. I love this credit union.”
-
880 Central Park Avenue, Scarsdale NY 10583
“My experience was the same as Yona Friedman 2 years ago. NO RESPONSE from ANYONE despite calling Main & 800 numbers and asking for appts twice on supposedly "helpful" website.But after persisting, I finally got a hold of an Advisor named Rita who has been very reliable & knowledgeable.I only object to The Receptionists who never smile and are not personable at all : (Maybe Schwab lost their money?”
-
27-10 Hoyt Avenue South, Astoria NY 11102
“Great service, Ainul and his staff are there whenever I need them. They answer all my questions about my company and personal taxes. Always offer extra help. I would recommend them for any tax related and accounting services. Very pleased .”
-
1086 N Broadway Suite 130, Yonkers NY 10701
-
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.”
