POLANCO WEALTH STRATEGIES - Bronx (NY)

Xavier Ortiz Excellent service… friendliness… efficiency… very good staff…

Richie Calagna Ive been using them for about 15yrs...Always professional, knowledgeable friendly service

Dan Quinn Chip is very knowledgeable and will guide you through the investing and wealth management process in simple and easy to understand terms. Chip and his team are thorough, professional and responsive. Highly recommended RIA.

Will Kesecker I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!

Christopher Connolly Great staff. Always helpful...they care!!