ROC Funding Group - Staten Island (NY)

Marco Berna Great Service and advice. Isaac is very knowledgeable, responsive and does an exceptional job!

Daniele Llamera After today, I fell in love with this place. The employees here are very heartwarming.

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris

Doug Potter GOOD AA MEETINGS TUESDAY AND SATURDAY AT 7:30. SUPPORT YOUR LOCAL WORSHIP CENTERS.THEY ARE VERY IMPORTANT TO THE FABRIC OF COMMUNITIES

James Mead First Class Operation and Second to no one!

Shannara Feliciano This has got to be the worst Bank of America branch I have ever been to. Came in for a simple pin reset for my card and I was there for close to two hrs before deciding to leave. Ended up going to the teller to withdraw money I needed to get out the atm and it was way quicker. He asked someone who was the manager to take care of me really quick because I was next and had my young kids who had to use the restroom and manager declined. Meanwhile he has plenty of time to prance around the branch back and forth being selective on who he helped.

Jim Brule A truly robust and knowledgeable practice. They are very responsive to concerns, proactive in their approach, and calm in their strategies. Highly recommended!