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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.”
“One can only have confidence in an investment firm if their process is broadly transparent and, critically, repeatable. But it must also evolve and adapt. Most of Wall Street touts their calls, known as resulting. Hedgeye doesn’t shy from that, but with them you know how they got there. Recently they nailed with the precision of a B1 attack on Iran’s nuclear facilities the abrupt rotation in the US equity market that roared out of the gate Jan 2. BUT, they gave you time to prepare in December. Position, not chasing.”
“I can’t say enough about First County Bank on Summer Street. Camilo is by far the best and most helpful person. He and all of the staff make you feel like family no matter what I am need of at the time. He was exceptional specifically in 2020 when I was hospitalized with Covid. My family needed his help and he did everything possible to get them on track. Thank you for all the years of outstanding 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.”
“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 family has been using the tax preparation, accounting and estate planning services of the Dowling Group for almost two decades. They've done marvelous work on our behalf, preparing fairly complex tax returns and always making sure that we are doing things in the most tax-efficient and prudent manner, possible. I have nothing but praise for the deep knowledge and professionalism of Sean and his team. When you have a simple tax return, you can use H&R Block online, and, that works great. For high net worth and UHNW individuals and families with complex tax returns, you need savvy and knowledgeable professionals.”
“Both Tom and Chuck are excellent tax advisors. They are very professional and make my job so easy. Getting my info together and advising me on everything has never been simpler. I don’t dread Tax Day anymore. Thank you so much Pinnacle, you’re the best!”
“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?”
“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!”