Pessah Financial Services - Staten Island (NY)

Yetunde I recently closed on a HELOC and I must say the experience was seamless thanks to the assistance of the branch manager, Ellen Brooks. Ellen is truly amazing! From her expertise, kind personality, and attentiveness, I knew I was in good hands. You can tell she is genuinely passionate about her work and providing exceptional customer service. I had a lot of questions during the process and Ellen put me at ease by answering every single one and making sure I truly understood the response. This branch is very welcoming and the team is just as amazing.

Jo Lightfoot In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.

aur rodri Fair and Just!

Bromleys Mom The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the clients own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.

Wendy McClenahan The team at FSC is top notch. Sarah and Mike are always up to date on the changing tax laws and provide excellent guidance. They provide stellar service for our family business by managing all the audits, payroll and bookkeeping. Superior service, super responsive, professional and always friendly! I highly recommend FSC for any and all your financial needs!