Wells Fargo Advisors Financial Network - Brooklyn (NY)

Sean Whittin Guy Adames is very unprofessional. He missed three appointments and never did anything he said was going to do. Guy also lies about being able to refund money if went into the old account before new account was fully set up, thats a lie, you cannot refund money. He should of either waited before setting up new transfer or had me call to stop transfer to previous account but never lie about it. Brought up concerns to Alyssa and she sent to Guy so he called and yelled at me for his lies and him missing appointments. Very unprofessional. If hes going to lie before gets my money what happens when has it, lies continue? Trying to do business with Guy was the most drawn out terrible process I have ever been a part of!

Ivana Zapata Saul Custodio has made my father’s passing easier to cope with. As a family, we never believed we would be grieving my father, at such an early stage in life. But here we are, and we’re thankful for real-life angels, such as Saul. He has helped us tremendously in navigating the financial aftermath, of our father’s passing. He was actually the one who helped my father with his life insurance policy, 14 years ago and now us, with our own. He is not only very professional in what he does, but is also very humble and empathetic. Thank you Saul!

Marco Greico Ivy Financial Group is truly one of the best in the business. Michael puts his clients first always. He treats his clients with the utmost respect and is very approachable. His strong ability to communicate and high level of professionalism make him easy to trust and puts you at ease. Highly recommend!

Theresa Dearie We received excellent financial counseling from John Langer at Jensen, Marks, Langer and Vance. Langer is a highly knowledgeable wealth manager we know we can trust.

Tony M Our family has been using Rialto to manage our finances since its inception and couldn’t be happier. They are very smart, responsive, patient, and always give us the time we need to understand investment decisions. As our financial picture gets more complex, we always feel confident that Ethan and the team at Rialto will take good care of us. Don’t hesitate to call them for a consultation.