First Investors Corporation - Nanuet (NY)

Rey Reyes Let’s just say this TD Branch at Pelham Parkway knows customer service very well, and customers best interest. I went in to process a transfer, and the banker Fiza, took me readily within minutes of my arrival. As she processed my wire, she also noticed accounts that were not fitting for me as they were unused, she then proceeded with my approval to close the accounts so that I did not have to continue to pay account fees, and also returned a $30 maintenance fee back to me. She’s is great for spotting the lack of usage and seeking my banking interest. Thank you Fiza.

Gregg Crume Phil Provenzano from the Financial Guys was a tremendous help in navigating us through Medicare and other health insurance issues. My family and I grateful for his guidance and professionalism. Phil provided far more assistance and clear explanations than the other insurance brokers we have dealt with. It was an easy decision to give Phil a 5 star rating.

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.

Emma Griffith Staff is always friendly and helpful

Gina Mangiamele Never fear financial problems. There is help with proficiency at the Financial Empowerment Center. The staff will work with anyone in need of planning, budgeting, credit resolution and a desire to learn. This is a gem of a service and they are there to help.