Bank of America Financial Center - Bronx (NY)

Damon Trifeletti I’ve been a client of Lou for over 30 years, and in that time, he’s become much more than just my personal accountant—he’s been a trusted guide through every financial chapter of my life. Lou has helped me navigate everything from personal taxes to business filings and even provided valuable insight and direction on financial investments. His integrity, professionalism, and deep knowledge of the ever-changing tax and financial landscape are second to none. He’s always responsive, thorough, and genuinely cares about his clients’ success. Over the years, I’ve recommended Lou to countless friends, family members, and colleagues, and every single one of them has had the same experience—top-tier service and total satisfaction. If you’re looking for someone dependable, smart, and experienced who treats your finances like his own, Lou is the accountant you want in your corner. Simply the best.

Mike UPDATE: My sincere apologies about the review below I wrote a month ago. It was not your bank that cashed the check, it was a Chase Bank that cashed the check on our NBT account. I will leave this posted for awhile and then rewrite it in the positive, my apologies again. You really need to train your tellers not to cash a $2400.00 check with no name/business on the check! And then want to charge $35.00 a month to do what you could not do in the first place, protect our account! Armatures?

Jeffrey Eliazar Thank you rebena for helping me with my insurance and always ans me when I needed help I appreciated keep up the good work

Gregg Crume Phil Provenzano from the Financial Guys was a tremendous help in navigating us through Medicare and other health insurance issues. My family and I grateful for his guidance and professionalism. Phil provided far more assistance and clear explanations than the other insurance brokers we have dealt with. It was an easy decision to give Phil a 5 star rating.

J. Kent Layton Very nice bank, friendly staff. They were even able to set up a foreign currency exchange for an upcoming trip without so much as batting an eye. Very happy!

Andrea M. Atkinson Wonderful service, never had issues coming here!

Amil Sarfraz My client hired Kevin for the sale of her property. Kevin went above and beyond the call of duty. More than any other surveyor Ive seen. 1 million stars.

Karen Nopper Easy, educational meeting w/o any pressure or time restraints.