Kirk O. Warner Signature Banks name changed to Flagstar Bank NA and is umbrella under the NYCB Family of Banks. Legacy Signature Bank branches will keep the same Private Banking Model or Single Point of Contact. Customer experience here on the personal and commercial side is exceptional, and I highly recommend doing business here versus bigger named banks.
Stephanie Langer Found Michael Rugers YouTube and blog post regarding inherited IRAs. He gave a more clear and understanding explanation of the 10-year Rule and Designated Eligible Beneficiaries. His posts are more current than any others I found. Michael also responded to my inquiry within 24 hours; which surprised me since I was expecting a later response since I sent my message so close to April 15, assuming he would be busy assisting his paying clients in preparation of tax day and with questions regarding the current bouncing of the stock markets.
Rich Belcastro Ive had the pleasure of working with David Martin for years with my personal short term and long term investments. Its hard to trust someone with your hard earned dollars but undoubtedly youre in the right hands if you give them the opportunity! David & Joe are very personable, professional and provide excellent customer service. They offer an array of investment plans based on what suits your needs and expectations. You wont be disappointed!!
Janice Moore They are the most caring people. Our regular accountant never filed our taxes and cortland booking helped us refile. At no charge. Thank God there are some good people in this world.
E Cap I have been with Fagan Associates for many years. Dennis and his team continue to impress me. They understand my goals and are frequently tweaking my portfolio as the market changes. I have been with other advisors in the past and they made little to no changes to my account. Also these bank affiliated advisors would always push the garbage that the mother ship was underwriting. Fagan puts my interests at the front of the line as it should be. I have many families members who are with the Fagans and we are extremely happy with their level of service, knowledge and caring. Fagan Associates is the real deal. Thank you Dennis! Ed
