Faisal Shuja - Prudential Financial - Bronx (NY)

Jason Aurelio S.E.E.D is redefining the experience of working with an financial advisor. They are a tremendous team to do business with and I especially like the questions they asked me on how I define wealth.

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!

Holly Reilly We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.

Christian Zyla Alisha is very prompt and courteous addressing everything

Anita Jones Easy to Work With. Jason is low key, no pressure, just facts.

Steven Hoffmannn I invested my pension with Dennis several 8 years ago and it doubled as expected. When Dennis retired David took over and I continued to express this is my best egg and I planed on retiring in the next 12-18 months and wanted these funds as a safety net. David stated that he felt I could gain more income at a slightly higher risk but would still maintain these funds as a safety net. After agreeing to these changes, I lost 28% of my investments about 4 months ago. I am invested in 2030 funds and I am 60 years old. I can’t wait to regain my funds and change investors. I dropped less than 9% in my 401k. Hmm not good David