Wells Fargo Advisors Financial Network - Staten Island (NY)

D Very knowledgeable and professional ..worked with my family for years..

Corporate Office Great bank Paul & Dijon are an absolute perfect

Baba Ganoosh Great credit union. Nice people. Good services, including their online bill pay app.

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

Anne Burns Thomas My husband and I have different levels of financial knowledge and interest in planning, which often made for difficult conversations. Working with Paul and his team has helped us to be on the same page, working through our assumptions and agreeing on directions forward. Although Paul isnt a counselor, the straightforward way that he has approached building our knowledge base and supporting our decision making has had a very positive effect on our financial conversations. I strongly recommend working with LRA.

Perk Perkins Had a Awesome experience with a Equitable advisor. She took control & gave me all the help I was looking for!!!!