Citi - Mineola (NY)

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Scott Thompson I have known a few women that have stayed here. Let me just say this place is very poorly ran. Who ever runs this operation needs to be fired along with the rest of the staff.

Robert McKenna Great service, no long lines.

Jim Daily Been with them,Kim and Roger previously , over 40 years

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.