Assets & Acquisitions Financial Services LLC. - Bronx (NY)

Indy Jones Dave and The Insurance Place Agency team provide customer service that is second to none! We have auto, home, and business insurance through them and are extremely happy. We would highly recommend them to anyone looking for insurance.

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Gabrielle GottiKash Amazing service complete help with I didnt understand

Stefanie Menardy Friendly, helpful and understanding

k stran Worst bank ever. Do yourself a favor and choose literally any other bank. You go in, the customer service sucks. The hours for this place suck. On top of that, there have been way too many instances where we have absolutely 0 access to our bank accounts. No way to login online, call and they can’t give you any information, NOTHING. Currently unable to look at my account to see anything AGAIN. What kind of janky old system are you people using?? On top of their extremely silly rules they have, their dumb hours, no after hours help, not being able to have access to our account on 10+ occasions over the past couple of year (not at all Exaggerating). It’s quite laughable that you are able to build a brand new bank 5 miles from the one you already got but unable to upgrade to a system that actually works. As I said before, steer clear of this place. Not worth the hassle at all. Also gotta love all their generic responses to complaints in the past year but absolutely 0 effort made on fixing the same ongoing problem. Hope this place goes under and quickly

Jen I have used Sid G Spear for many years, for all of my familys insurance needs. Through the years Carrie and Diana have provided us with exceptional service, from the occasional call to remind of an upcoming payment, to out of the blue calls to let me know there may be a cheaper policy or carrier available to us they always go above and beyond to ensure we have the coverage we need at the best price available. So grateful for all the extra care that they put into their jobs and the friendly service I receive with every interaction.

Carlotta Holden Absolutely the best experience. Due to covid it was a different experience but very efficient and safe. Love Amy.

The Beauty Boost Buffalo We partnered up with The Establishment last night to have Wine & Investing for our community of women, and it was a wonderful event! Informative, fun and interactive. THANK YOU!