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

Marco Greico Ivy Financial Group is truly one of the best in the business. Michael puts his clients first always. He treats his clients with the utmost respect and is very approachable. His strong ability to communicate and high level of professionalism make him easy to trust and puts you at ease. Highly recommend!

Wendy OShea This is the new main headquarters for Capcom. It has everything you could need from any of the branches. If they offer the service it can be handle at this location. Capcom does everything to make you feel comfortable and they are very helpful.

Michele Iorfida We have been clients for a few years now. Murray is very knowledgable! We are extremely happy with the services and how our retirement profile is being managed! I would strongly recommend checking CD Financial out for yourself!

Shaynah True I have worked with Taunya for several years after she came highly recommended. She is a hardworking professional who cares for her clients. Her blog posts, extra resources, and personal touches are spot on! As a young woman, I love working with a strong female advisor. Taunya’s care has grown my financial literacy, and I feel confident about my future.