Landau Advisory - White Plains (NY)

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

Bethany Breitbeck Dee was wonderful to work with! She was attentive, pleasant and great with communication. She made our experience very smooth!

Lana Hower Very knowledgeable and friendly. Erik explains everything clearly. I really enjoy the personalized service. It’s good to talk to an actual person and the same person each time to get consistent and comprehensive service.

Gregg Pugliese Ive done banking here for years. Things always change as personell change. There staff is always friendly and have always treated me well. Do I like bank fees? No but at least they give you a list up front.