Gary Sam Ive had an excellent experience working with this firm for both tax preparation and financial planning. Theyre knowledgeable, responsive, and truly take the time to understand your personal and business goals. Their advice is clear, actionable, and always in my best interest. I feel confident knowing my finances are in good hands. Highly recommended!
John Makovic Great company for all your insurance needs. Entire staff is Amazing… especially Juanita and Dawn. I have been insured through MBIA for well over 20 years w various policies.
Eric Boozer The ladies at One Main are always super friendly and make the process really easy. They go through everything and will answer any question you have. I also like that they call from time to time to see how my loan is doing and if I need anything. Excellent customer service!
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.
Stephen Sullivan My wife and I have been working with Jared for about a year now. He’s done a fantastic job and I would highly recommend him to anyone that is wanting to start their financial journey. We immediately noticed Jared’s attention to detail and his willingness to listen to our specific needs and goals. We look forward to our continued partnership and sharing in our financial successes with Jared!
JENNIFER RUDERMAN Bill and his staff are courteous, caring, incredibly helpful, and most importantly, trustworthy. I would highly recommend them to anyone who is in need of solid financial advice and management. They will listen, and tailor a plan that can fit with an individuals goals and risk tolerance. I cant say enough about how much theyve helped me, and other members of my immediate family.
Emily Noonan I would shout this recommendation from the rooftops if I could! Laura and Katelynn were so helpful for every step of the way. I had called many brokers and bank mortgage lenders to see if they would be a good fit and I was always frustrated. Not with Guaranteed Rate. Laura is extremely knowledgeable and was able to ease my anxiety through the whole process. Love them!
