SCORE - Carmel Hamlet (NY)

Emma Griffith Staff is always friendly and helpful

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.

Jeffrey As a first-time business owner, Capital One in Riverhead was extremely helpful in walking me through the process. I’m glad I set an appointment here as the employee named Gabby that helped me was both courteous and thorough. The same goes for another colleague of hers named Chris that helped us through the process. It was a simple appointment for creating a small-business account that I was delighted to open here.