Find the Best 15 Finance services in Staten Island, NY

Carmen Ortiz Excellent customer service. I was served by Diana Torralba, who was absolutely kind, patient, and dedicated. Her personality made the process effortless. She is extremely knowledgeable about the businesss services. I would return a thousand times and ask to be served by her again.

Arthur Burns Tan was great. Throughout the whole process he was with every step of the way and made sure he was able to get me funding. He was a man of his word. I would highly recommend him and his company to anyone looking to get funded. Great guy and a hard worker.

Amanda Beasley I received a letter in the mail from them with my street address and a random city, state and zip code which I did not live in. Their letter claimed that I had a violation with the City of West Palm Beach on 9/24/21. I was never in West Palm Beach that day and I have proof. I called and spoke to numerous customer services representatives and provided them with the reference code listed on the letter, but they could not find the account in their system and asked me to call them back "in a week or so" when the glitch was out of their system. I called the City of West Palm Beach myself and they could not locate any citation under my name or on that specific date. They explained that this is not the first time they have heard of this happening. Do not send these people money!

Damon Trifeletti I’ve been a client of Lou for over 30 years, and in that time, he’s become much more than just my personal accountant—he’s been a trusted guide through every financial chapter of my life. Lou has helped me navigate everything from personal taxes to business filings and even provided valuable insight and direction on financial investments. His integrity, professionalism, and deep knowledge of the ever-changing tax and financial landscape are second to none. He’s always responsive, thorough, and genuinely cares about his clients’ success. Over the years, I’ve recommended Lou to countless friends, family members, and colleagues, and every single one of them has had the same experience—top-tier service and total satisfaction. If you’re looking for someone dependable, smart, and experienced who treats your finances like his own, Lou is the accountant you want in your corner. Simply the best.

Jim Kochman I am elated I met the team at Omnia. They patiently worked through an understanding of our requirements and came up with a very creative solutions. Unlike many other lenders, they under promised and over delivered!! I highly recommend them

reuben steinman My dads broker,and now mine,love my broker!

Kris Sauza I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.

Joanna Stergiou Sari Pessah is wonderful. I would never go anywhere else to get my taxes done. She is very knowledgeable.

Mad Hatter We all want to make money in this world and most only trust it in their own hands, however there are no better people than in this office to advise you and protect your assets. Both Zaim and Kaeagen treat you as family and as if your money is their own on the Sense they want to see you make money........ o highly suggest this office and especially the people working there. Keep it up guys!!

robert delaney Shaun is extremely knowledgeable on all aspects of tax preparation. I felt he helped me get every last penny due to me !!!! Highly recommend !!!!!

Matthew Guido I went here yesterday. Couldn’t have been better service. The manager really helped even when I was rude. She was professional And at the end of it I felt we were all cool. I appreciate them putting up with my attitude. I hope they know I meant that apology bc I’m sure they get crap all the time being the nature of the business. I felt wrong to give them more crap but they stuck with the transaction and made it happen. I appreciate them. A+ service as well from the other associates

Gina Rosario The team at roc funding was super helpful and polite. They answered all of my questions and gave me a litany of options for me to choose from. The representative I spoke with, was really attentive to my concerns, and explained thoroughly exactly what the best options for me, and my husband’s business would be.

anthony morro 4th floor Property taxes, The person behind the counter was named Lisa. Help me receive my veterans exemption. Excellent customer service.

Saddiq Johnson Very Fast Very Good Communications. Love Them