Edelman Financial Engines - Staten Island (NY)

Matt Reed Always a good time cheering on the Valley Cats. Great affordable outing, & nice to see many families enjoying an American tradition. Must go!!

Mark DePerrior This firms tax expertise is fantastic. They are very meticulous in the prepartion and review of tax returns. The audits are excellent. The workpapers are very well regarded by the IRS and NY tax authorities.

Brandon Ching Michelle has helped us with our business insurance and commercial auto since we started out. She has always helped make sure we had the necessary coverage at the right price. I would highly recommend her and the entire staff at HBE.

Angella Winn Laura was amazing! super fast and friendly.

UCIS Making the transition to Winthrop Partners was the best financial decision my family and I have made. Our advisor, Ryan, is absolutely wonderful and has our accounts growing monthly. Making our future financially secure was always the most important piece for us but the relationship we have developed is such an added bonus. Give them a chance, you won’t regret it!

Obrochta Eric (Eric O.) Great place. I put money in a savings account and when I need it, it is there! Exactly what I expect from a bank I suppose....

Billy Van Jura Huge amounts of knowledge and experience to help your insurance needs.