Best Financial Planner New York: reviews

We have been clients of The DeMinno CPA Firm PC and Jim for 20 years now. He and his staff are always professional and courteous. They are always...

I spoke to prerna about the travel document and she was trying to give me a solution and she did at last dedicated, punctual, polite, confident while...

I recently switched to State Farm and had an awesome experience working with the team, especially Andrea. On top of receiving adequate coverage in my price...

Marc was amazing to work with! Very professional and quick to reply. I received a great quote on my home and auto insurance and am very satisfied with...

Curtis is outstanding! Having never worked with a financial planner before, we were a bit intimidated at the outset. He was immediately and immensely...

Got a great experience with getting certified checks. Peale were nice and process was quick and easy.

Winston is a trustworthy and professional insurance broker. Since it was my first time to buy commercial insurance and I was pressed for time, he quickly...

We’ve had our gripes with Union square BofA, but yesterday I had guys go above and beyond for us. Not all banks would do what they did, and we are...

Watch out for this bank! They don’t care about their clients. I had to go to another bank in 7th ave to withdraw my money from my business account.

When I was lucky enough to take a seminar lead by this group I had credit card debt, hospitals bills and not much saved for a retirement. They put me on a budget...

I don't usually review banks but Alysia was very helpful and helped us complete a variety tasks very efficiently.

Very good and direct with corporate tax and personal taxes. I had a lot of questions with all the changes in the Tax laws. Johnny was helpful in explaining...

Very appreciative of David Klyman. He patiently walked through my budget and helped me understand what I need to do next to ensure long-term financial...

The individuals that assist the public at this branch are extremely helpful and caring. It starts with the branch manager, who is professional...

I have worked with Carmine Filippone for the past several years and found him and his firm to be professional, efficient, accurate, educational, and...

I can’t say enough about this Ridgewood Savings Bank location. The employees of this bank are simply fantastic. They consistently go above and beyond...

Today I had a meeting with an employee Kira Yakubov. I am grateful to her for taking the time and clear explanation of my situation.

Every experience with the staff at Apple Bank has been very pleasurable and beyond satisfactory. They’ve worked to help me with issues on my accounts...

Excellent customer service and friendly customer services would RECOMMEND to everyone who needs a banking business. SID

The overall experience from start to finish was amazing. Steve Lalloo was great every step of the way. He was available when we needed him and always...