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“Great advisor!! Patient, kind, listens and explains clearly answers to my questions. I am an inexperienced investor so that is essential to me. He knows his trade well and my accounts are doing wonderful.”
10:00 AM - 8:00 PM
214-39 Jamaica Avenue REAR, Queens
Financial Advising
“Keith is best ..he knows what he does, he has more knowledge than others, wonderful person, wonderful work, wonderful soul, he filled my taxes past years and this year too .love the way he works,completely positive, my taxes were pending,he fixed everything so well.i wish if I can more than 5 stars bcoz I love the way he cared me. Thanks keith.”
“The search is over for a reliable,honest tax account that has your best interest at heart.
I value the time he takes to discuss in detail and ways to help navigate the crazy system.
Beautiful office and professional attitude”
“I have worked with Bob for a number of years and he is the best, as well as his office staff. Responsive, helpful, and will go through all of your questions and concerns. I highly recommend”
8:30AM - 5PM
213-33 39th Ave, Bayside
Financial Advising
“I went here today to take care of some paperwork. While I do dislike Fidelity overall I'll have to admit the workers here were very polite and helpful. So not sure about all the other negative reviews. But things were actually good, but again I do dislike Fidelity and moving my business elsewhere in the future. But I'll give them 5 stars because today they deserved it.”
“A bit understaffed. One person was helping 2 others, but called someone out to help when I arrived. Good thing because 2 more customers came in after me. He was able to resolve my issues and both were apologetic for the wait. They were both handling difficult problems, so no worries.
I've been to other Charles Schwab locations and they all have been very helpful. Unlike Fidelity. They tell you to use their app and then try to upsell you on their products. It's like going to a used car salesman.”
“Very positive experience today. Meghan at the front desk was very helpful with a year end transaction. We stopped in while traveling and appreciate such great service especially from a non local branch. Thanks Meghan!”
“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.”
“I first spoke with a gentleman in September of 2021 regarding funding for my business. At first, we working on the file for about a month trying to get us funding. After a few attempts it turned out we couldn't qualify due to my credit but after a few follow ups and steps to improve my credit, we were able to secure a loan a few weeks before Christmas which was amazing and much helped by the loan officer that was in charge of my account. Without their help and their constant follow-ups I would have not been able to secure the loan and keep my company afloat. Sometimes it was tough with the calls but at the end of the day we got it done. My experience felt like a long process but there was clarity at the end of it and I would recommend them based of customer service alone.”
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“Lloyd and team really know my industry and worked with my new bookkeeper to cleanup my books and prep my 2024 return. They are always willing to make me aware of tax strategies that help me make informed decisions in the growth of my growing business. I am a lifer!”