C S Financial Advisors Inc - Brooklyn (NY)

Nelson m Lopez Quinn I give a 5 to the person who puts up this bank. Its a shame its not permanent. They rotate it. He is the young Steve of Salvadoran origin. An employee. Efficient that attracts customers for its kindness and helpfulness

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

Jo Lightfoot In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.

Daniel Ramsey I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.

William Toussaint The experience at Fidelity Investments was very professional and courteous. Alexandra was diligent, knowledgeable, patient, and thorough. She took time to explain the processes involved and was invested in the client. I highly recommend Fidelity Investments based on my interaction.

Neasom Zucker Working with Ann Zeilengold and her assistant Michelle was an absolute pleasure from start to finish. Ann guided me through the mortgage process with clarity, patience, and professionalism. She was always available to answer my questions, explain the details, and make sure I felt confident every step of the way. Getting a mortgage can be stressful, but Ann made it smooth and manageable. Im incredibly grateful for her expertise and dedication. Highly recommend her to anyone looking for a reliable, knowledgeable mortgage broker!