Scholar Financial Group - Northwestern Mutual - Brooklyn (NY)

Andrew Fox Great bank I have a business banking and they are very helpful...

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.

C An overall professional and friendly experience. Mark and his staff are friendly and I was able to simply bring in my forms and sign a few papers during a single ~10 minute appointment. I received my return as a direct deposit and it came very quickly which was very convenient!

Shannon Buckner Wonderful staff

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.

Susan Smith When I moved my investments to another company boy did I get catch hell from Dave. Not good, would never go back!

Gris Arriaga Terrible service yesterday May 14/2021 I went to buy some allergy medicine and the person who helped me was simply rude, arrogant, ill-mannered