First Investors Corporation - Nanuet (NY)

Erik Z I had an appointment to get my NYC id. Everything went smoothly. Though I had to wait more than 20 minutes after the application was submitted before getting my picture taken. The entire process took around half an hour most of it involved waiting. The staff there are alright. I didnt have any problems with any of them.

Adam Lipson Creative Financial Planning is a good alternative to using a high cost, large brokerage. They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities. They feel that their success is tied to the success of their clients.

Graysen Betts My wife and I have had an outstanding experience with Sage-Rutty Advisors. From day one, their team has gone above and beyond to help us feel confident and secure in our financial future. They’ve provided expert, personalized guidance with our budgeting, retirement planning, and investment management. A special thank you to Craig—he has truly been the best. His knowledge, patience, and ability to explain complex financial concepts in a way that makes sense has made all the difference. We genuinely trust his advice and appreciate how deeply he cares about helping us reach our goals. Sage-Rutty is a top-notch firm with top-tier people. We highly recommend them to anyone looking for smart, steady, and trustworthy financial guidance.

Matt&Christina Cushman Glad to have Stearns and Cleek, CPA compile and submit by taxes for a number of years. Great people and always helpful!

Alyssa Hartman Draven helped me so much with getting my insurance lowered. He answered all my questions in a very timely manner, I never went more than 5 hours without hearing from him with answers. He is extremely kind and helpful in all ways!!! 10/10 recommend!!!

Carlotta Holden Absolutely the best experience. Due to covid it was a different experience but very efficient and safe. Love Amy.

Aryeh As an attorney practicing in the field of retirement funds, I am consistently impressed with Ari’s knowledge of the field as well as his dedication to his clients. Ari eats, lives and breathes finance and he is fully engaged in his client’s long-term goals. I’ve spent much time chatting with Ari about macroeconomic matters and I find him to be intelligent, understanding and clear-headed. His analysis of market data combined with his shrewd understanding of human nature enables him to comprehend retirement needs and planning strategies. I highly recommend Ari as a first-class financial-planning concierge for all your family and business needs.

Hyde A I starting using BofA because my former bank that was local to me shut down. This bank made the process of transferring my funds to BofA and ordering a new debit card completely painless. Big thank you to the staff here.