Primerica - Bronx (NY)

Liam Mears I’ve had a great experience with this group - Kevin is a phenomenal wealth manager

Christopher Roberts Very good

Damien Top tier financial advising and more responsive than JP Morgan and Fidelity. Glad I made the switch.

Kim Ganley I highly recommend Invessent! Jarrett, Lidia and Thomas make a great team. They listen, understand my goals and are very attentive. They are thorough in their approach and help me understand the implications of my decisions. No cookie cutter approaches with them. I’m so happy I brought my business to Invessent!

Dr. Bruce Kesten Alan Winter of Forest Hills Financial is a warm compassionate person who is sensitive to your financial situation and customizes your financial plan to your needs. Very professional, recommend him highly!