Stifel - De Witt (NY)

Noel Valerio My client—who is elderly and does not speak English—came to this place of business to redeem some money orders. She could not stop telling me how caring and compassionate a young woman working there was to her. The young woman did not rush my client, listened carefully to everything she said, and offered creative solutions to her logistical headaches. Customer service comes from a desire to please. The young woman has that in spades. Continue being you.

Paul Schroeder I dont know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.

sw-woodworks woodworks I dont recommend it to anyone, its a bad bank.

Greg Zeman I went from struggling to make ends meet as a freelance journalist to owning a home with a swimming pool, and when Im vacuuming the algae out of that pool, its Mike I blame for my trouble. His scope of knowledge is vast, his instincts are sharp, and he always has a handful of options tailored to different investment approaches: Whether you want to hedge your bets or take a big swing, he has a plan (with several contingencies) tailored to your goals. I made more money working with Mike than Ive ever made doing anything else - the man knows his stuff.

R POLEON Working with Tim Giunta is like hanging out with a friend or a family member. Knowing that he has my best interest at heart is comforting. When it comes to finance, it can be overwhelming. Having Tom as a financial advisor that wears many hats is my one stop financial shopping service. Love the experience and look forward to the ongoing success. Thanks Tom at Cove Financial!

Anthony DeMiglio Both Jeremy and Barrett are amazing to work with , the depth of knowledge and personal attention to my specific financial needs are incredible. Ive work with many firms over the years and can say without reservation they are the best , hands down.