Anthony Pesce - Prudential Financial - White Plains (NY)

Taushia Cleveland Can help you with some needs

Jeffrey As a first-time business owner, Capital One in Riverhead was extremely helpful in walking me through the process. I’m glad I set an appointment here as the employee named Gabby that helped me was both courteous and thorough. The same goes for another colleague of hers named Chris that helped us through the process. It was a simple appointment for creating a small-business account that I was delighted to open here.

Liam Spinrad Have had an amazing experience with Wise financial so far! They have helped me a lot with planning into retirement. I worked with Kyle. Very friendly, willing to answer questions and look into anything you need help with!

Doug Lackie Valentine auto insurance is by far one of the best insurance agencies out there. The Owner Keith Valentine it’s not just the owner, But also run his ship and the most honest loyal way. I have Three insurances I get through Valentine auto insurance. AnytimeI I need help I call Valentine Insurance agency and they’re right there for me To answer any questions Or claims that I have. Keith and his team are Kind and courtesy every single time. Valentine auto insurance is 100% recommended by me.

Cassie Krug Depena Gabriel is an exceptional financial advisor with over 20 years of experience. Hes a trusted mentor and a true expert in helping clients prepare for and navigate retirement. His dedication to his clients is inspiring.

Douglas Hillman Dont forget they charge 10% to count your loose coins and convert them into cash. Your bank will probably do it for you at no cost

Dona Giglio Funny story: Sort of sad too, After my husband passed away in 2018 my ex husband of 20+ years past (who always scrutinized every penny earned and spent) recommended Michael McGovern and Modern Bookkeeping to me. I took his advice (the only time ever probably) Thanks to Modern Bookkeeping 5 years later I am retired and without worry. Michael has expert advice in all aspects of financial planning and he made me feel like part of the family. As I take stock and express gratitude it occurs to me that I should let the world know. If you want an honest, reliable and digitally savvy financial care provider give them a call! I am out of state and it never occured to me that I could post a review in another state, duh. Do it now, so you are in a better 2025 tax position!