Berkman Financial - Staten Island (NY)

Amy Burns Thank you Kaitlin with a K.! Not only did Kaitlin help me solve all 3 problems I had from the lost card, lost pin, and forgotten passwords. I must give a shout out for kindness! Kaitlin was full of positivity and very patient!! Thanks for answering all my questions too! The bank is lucky to have you working with customers!

Erika Herrera This is a horrible cashing place ... today my father got robbed at gun point. After the detectives came to take the report and investigate... they advised that this cashing place has been reported with the most robberies. Having this knowledge as a business, they should take in consideration all their clients and shut down the place or move to a new location. Just because they say " becareful" doesnt make it better. They get a percent of our money and dont care what happens next. Its so strange that out of all these robberies ...the place itself hasnt been robbed ... hmmmm maybe just my imagination, but be aware about this situation.

Jason Bacon Very punctual, very polite, and professional. Prepared and completed our taxes in a timely manner look forward to doing business with them again.

ed biehayn Great financial advisers

Robert & Shane Henderson great company, nice people, very professional....

Kris Sauza I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.