Preston Schoenfeld - Morgan Stanley - Riverhead (NY)

Scott Carroll They are all awesome there. I bank at the main location and a convenience location. Both are filled with helpful friendly people

jose Espaillat Jose Coronado has a great Financial group and a team keep doing your thing

Carmen Ortiz Excellent customer service. I was served by Diana Torralba, who was absolutely kind, patient, and dedicated. Her personality made the process effortless. She is extremely knowledgeable about the businesss services. I would return a thousand times and ask to be served by her again.

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.

ALittleBit OfHeaven They have awesome advisors and professors. One of the best professors there is Steve Calabrese! You can really tell he is genuinely passionate about his job, and his students success.

P L My first time ever working with northwestern mutual I can say that I am very satisfied with my experience. Tony Laing was excellent, he was very knowledgeable and patient & helped me with my financial planning and budgeting. He made me feel very comfortable throughout the entire process. I would highly recommend Tony Laing.

S K They asked my SSN number…. Why would they need a customer’s SSN numbers? Non sense…

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