Crescent Financial Services Inc - Jamaica (NY)

Serge Ive been a client for years, Allen and D have been extremely helpful and accommodating. Would definitely recommend if youre shopping around for a planner.

Leo OConnor I may be a bit biased

Terry Mudge They wanted me to wait 2 weeks for a proof of funds letter, so I could make an offer on a house.. Ive never seen such HORRIBLE customer service.

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.

Shanna Rhodes Very nice staff, always have a smile on there faces. Very helpful to! And even with all of the changes were all going through during this pandemic, there doing a great job with keeping there staff and others safe. Keep up the good work ladies.

Timothy Baker I walked into the branch today, maybe 1:30 pm. I had some cash in hand and a couple of checks for deposit. A young man met me at the door, asked what I wanted to do... he then directed me towards the e-teller machine in the back, I said I just wanted to make a simple deposit, "Cant I wait for this young lady here in the front to be finished with the person shes assisting...?". He said no, I needed to sign in at the kiosk (make an appointment). So after doing that (no option to select for "Make Deposit" at kiosk so he checked "Account Maintenance" for me) I waited for several minutes behind others who were waiting for loans/etc., I finally left and drove to the Commerce Park Dr. walked in to a live teller, made my deposit - done. If youre looking to do some simple, quick banking with a live in-person teller, this isnt your spot.