Merrill Lynch Financial Advisor Brad Green - Garden City (NY)

Rebecca Odoardi We had an outstanding experience working with Joel Bartlettte at Launch Financial. From start to finish, Joel made the entire loan process smooth, and incredibly efficient. He was always available to answer questions, kept us informed every step of the way, and took the time to explain everything clearly. It’s rare to find someone so professional, knowledgeable, and genuinely committed to helping clients succeed.

JUDITH BEHREND Excellent communication from Mike. Follow up top of the line-thanks Mike

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris

jennifer wlostowski I recently had a consultation with RJ Barber and had a great experience. He and his team were very helpful and generous with their time. Their office is in a great location and the staff is very welcoming and helpful.

Nancy Kloska Always helpful, responsive and kind! Thanks for the excellent service!

Kristen Strothmann Laura and her team were wonderful. We used a VA loan and they made the process seamless and easy to understand. Any questions we had were quickly answered and always felt in the loop through the entire process. I highly recommend Laura and Homestead Funding Corp.

matthew austin Barb and staff are friendly and will work with you to get the best deal, even if it isnt with them.

shawn dibello Very disappointed in the way I was treated by the teller on the phone. I called about my account, when I tried to explain to the teller what happened I was cut off twice by her saying, “ I don’t care”. When I asked one other question I was told, “ Just keep an eye on your account”. I hung up and called the Grant Ave branch was treated a thousand times better and they even apologized for what the other teller said to me. I’ll most likely be closing all my accounts soon and going to a different bank. And yes I do know the ride tellers name and did provide it to the second branch.