Ocean Financial Federal Credit Union - Oceanside (NY)

Tiger Wong Youfu Business Alliance is a trustworthy and professional team! I didnt know much about life insurance before, and I was always worried about buying the wrong product or not having adequate protection. But here, the consultant patiently understood my needs and tailored a suitable life insurance plan for me. He also provided me with a detailed retirement plan, which made me more confident about my future life. The whole process was very professional and the service was sincere. I highly recommend it to friends who need life insurance or retirement planning.

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.

Jake Biernacki The people at Fieldstone Wealth provide what I consider the best customer service I have ever experienced. I hold elite status amount Delta, United and Hilton and if I combined all three of their customer service offerings, they wouldn’t even come close to Fieldstone Wealth. Specifically, I need to dedicate this review to my advisor Holden Borrelli. Holden has gone above and beyond to support me in my financial goals and plans. He has even gone out of his way for me to assist in helping me resolve issues with 3rd parties. Holden and the outstanding group at Fieldstone Wealth have secured a client for life. I would recommend them to anyone.

Zone Management : )

Karen Frye Jordan is the best. Very knowledgeable and definitely knows the Tax business for sure. Very satisfied clients.