Finance Building - Bronx (NY)

Daniele Llamera After today, I fell in love with this place. The employees here are very heartwarming.

Amy J Stoddard Jim has been great to work with for credit card processing. He specifically has been a huge help to me with putting together options for online credit card processing through websites. Jim is super responsive and knows his stuff. I would highly recommend him since hes been in the business for a long time and is here to help business owners.

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.

Johhn Othad This bank is lit fr switch from cfcu

Theresa Schultheis Cliff and his staff are very helpful. Been going there for 4 years and will continue. Son will be gping to him this year also.

Steve51 This company gets it! Tammy (branch manager) has provided my family with outstanding coverage and service for many years. Insurance is protection for the unknown. That’s what we receive at a competitive price.

Nirmala Sookiram I have been working with Alfredo Louk for over 10 years. He has helped me with a plan for my financial future. He is knowledgeable and has the ability to explain financial strategies to meet your specific goals and needs. Highly recommend you to reach out for your financial education.

Regina Hadley P & M accounting has restructured the its Office with personnel having professional tax processing knowledge & experience. We were pleasantly greeted upon entry and our wait time was within reason. As always, we are thankful for their dedicated service to their clients.