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“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 - 5:30PM
56 Harrison St Suite 203, New Rochelle
Investing
“I have had the pleasure of working with Kevin Myers at Flynn Financial Partners for almost a year. I was about to begin my retirement journey. The care, information, and support from Kevin and the entire team at Flynn Financial has been exceptional. Through this transition, I have felt comfortable and informed the entire time. I was also able to have my 2023 taxes done by Daniel Confreda and Mosaic Tax Management. Although my tax situation was a bit more complex this year, the task was done quickly, efficiently, and with expert advice. I highly recommend any and all Flynn Financial Services and I have recommended them to friends and family.”
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.”
“It was the biggest Blessing ever to open an account at Wells Fargo bank at Riverdale Avenue, Thanks for the excellent, Professional and Pleasant Services that they have.”
“I love Banco Popular Community Bank I enjoy Banking with them They have helped me when I needed them with Loans and other issues I had Please when you get a chance check them out for your Banking Issues.”
“I like the place the people treat you like famaliy but they should open today cause you have people like me that don't have atm card so I been without money since yesterday I will have to wait until Wednesday that is not right please consider us people without a atm card”
Investing
Investing
Investing
Investing
Investing
Investing
“I have to give "Fidelity Investments" 5 stars because there is nothing better than speaking to a human being that's so courteous and very helpful. It was a 1, 2, 3 situation.”