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8:30AM - 5:30PM
56 Harrison St Suite 203, New Rochelle
Investing
“When moved to Greenwich and asked for the best local bank, First County Bank was the one everyone recommended. For over three years now we still bank here and recommend FCB to others. The staff Jeff, Laura, Michelle, Pam and Ping are top notch professionals and provide the best customer service.”
8:30AM - 4:30PM
70 Gedney Way, White Plains
Investing
“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.”
“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.”
“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!!”
“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?”
8:30AM - 5PM
19 E Elm St, Greenwich
Investing
“I have been a customer of Charles Schwab forever (well, at least since 1987). As the nearest location to our new home in Westport when we moved from Manhattan in 2009, I selected the Fairfield CT location as my servicing office. I was never satisfied with their quality of service. Therefore, when I had a relatively complicated issue to resolve in April 2023, I decided to try the Greenwich office for a change. I was not disappointed.I was met in the lobby by Lecia Lupoli, Client Service Specialist. I explained what assistance I needed, which was to reverse a 2022 Roth IRA contribution, open a Traditional IRA, and transfer the 2022 contribution from the Roth to the Traditional IRA. All to be completed before the tax filing deadline of 04/18 (I visited Schwab on 04/07).Lecia spent the next hour working only with me to complete each of the several steps necessary to resolve the situation, until all of the necessary steps were completed. I was given a hard copy of the paperwork, and received a text confirming that Schwab was actively working to make sure the transaction was completed and settled in a timely manner.Lecia went above and beyond my expectations. Consequently, I have requested that the Schwab office in Greenwich be coded as my new "home" office location.Thank you.TWJ (Westport, CT)”
“I had an excellent experience working with Green Capital Funding for our business loan needs. From the initial consultation to the final approval, their team demonstrated a high level of professionalism, transparency, and efficiency. They took the time to understand our business model and financial goals, and tailored the underwriting process to suit our unique situation.
I see there are many negative reviews, however there is miss understanding between real GCF LLC out of CT. Negative reviews belong to another company that using the same name( out of NJ).”
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“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!”