Moving to 880 Central Park Ave in Scarsdale didn't help this branch's truly lousy customer service…read moreor curb the hostile attitude of their nasty receptionist. Our family has multiple accounts with Schwab (for over 30 years) and we do almost everything online. After experiencing problems uploading documents on the Schwab portal, I decided to go to the branch in person to open a new, time-sensitive account. Although there was no other customer in the place, the hostile, unhelpful receptionist told me that no one there could help me and that I should go online. Great customer service! Within seconds, I located the nearest Fidelity branch on my phone - less than 1/4 mile away. Fidelity was more than happy to open the account on the spot and take my money. Hey Charles Schwab - you just lost a 30+ year customer with numerous accounts - we will be moving all of our accounts to Fidelity.

Worst customer service ever. Called general info number in advance to ask a few questions before I…read morewas going to go to branch office. Asked if appt needed, told no. Confirmed they could handle walk-ins. Next day I visit branch and the very inhospitable receptionist was snotty, hit me with microaggressions and plainly said I could NOT talk with anybody. Two reasons: contrary to previous customer rep on phone, she said I needed an appointment. Then, after spending much time on locating my account (I didn't have acct no) I was informed they only dealt in person with accounts of $1 million or more (I was a Ameritrade customer but became Schwab customer upon latter buying former). I guess it never occurred to the Schwab higher ups that many investors spread their wealth and try not to park huge amounts in one location. I next went to a Fidelity branch office where they had no problem serving walk-ins, was not snobby and not discriminatory. Also no minimum account requirements. I will be transferring my holdings to Fidelity.

I use to go to HR block but they wanted 350 for a return. I figured if I spend that much I should…read morego to a cpa. So I looked for one that could help and I was referred to Lavin & Associates. Not only did I receive a larger refund they went back and looked at the prior 2 years. They found me an additional $1300 from errors previously made. Now they are the only company I trust. A CPA is worth the investment. Thank you Lavin and Associates.

Helped me get the best return possible. Thoroughly explained the entire process during the…read moreconsultation then gave me a few ideas about investments. This will be my third return with them and I can't picture anyone else handling my future.

My highest praises go to Scott M. Turner, CFP®, FSA of J Matrik Wealth Management and I highly…read morerecommend his financial services to anyone who is looking for an honest, strategic financial planner who has your best interest at heart. Scott is up on the most current wealth management strategies and ever since switching my financial portfolio from an adviser at William Blair to Scott Turner my return has steadily and noticeably increased. More impressive is the personal touch that Scott provides and how he goes the extra mile to assist in getting your financial book in order and working for you as soon as possible. I enjoy working with Scott and learn something every time I talk with him. He offers peace of mind in a confusing financial options world.

From the owner: J. Matrik Wealth Management is a financial services firm where our representatives use a…read morecomprehensive approach to help our clients achieve their financial goals. Whether our clients are striving to reach accumulation goals as young professionals, or realize income needs during retirement years, the professionals of JMatrik Wealth Management use an in depth financial planning process to help identify an appropriate plan and then customize strategies to execute the plan.

I've gotten my taxes done with Joseph for two years now and he's always been extremely…read moreknowledgeable, professional, communicative, and quick to respond to any questions that have come up throughout the year. I highly recommend him.

I have to say thank you to Joseph and his staff. They are so professional and courteous. I work…read morenights and they always find a way to accommodate my schedule to assist me with concerns. I've been using them for 3 years now and I will continue to take advantage of their knowledge and expertise in the future. I highly recommend these folks!!! You won't be disappointed!!! Joe

I was tired of working with big banks where i need to online to book an appoitment. Like a very…read morebusy doctor sometimes my appoinmets are weeks in advance. I started working with Prato capital and all i can see is immediate respose and good knowledge and advise. This service gives me a better appreciation and sence of credibility. As for banks i realize smaller and better works best for me. Great bank. Great people and great returns on investment portfolio !

From the owner: Prato Capital is an Independent, Fee-only Registered Invesment Advisor(RIA)…read moreWe specialize in detailed financial planning, investment management and retirement planning solutions for individuals, families and small to mid-size businesses

Finding the right CPA to meet your needs is not always easy, but Sternbach & Rose CPAs made things…read moreas stress free as possible. As first time home owners and with a husband on disability, we were worried about how our potential tax bill might effect our lives. Felecia took the time to explain everything to us in detail and guided us in making the right decisions throughout the year so that we were prepared. She took the guessing and the stress out of the dreaded tax time and we are grateful for that. I highly recommend this independently, female owned, company!

I've been working with Ellen for over a year after a recommendation from a business acquaintance…read more She completed both my business and personal taxes this past year without a hitch. She's also staying up-to-date all the covid related tax implications, which is great. Ellen's generally very responsive and knowledgeable -- and even answers my dumb "what if" questions. She's also extremely to the point and doesn't tolerate bs, which I appreciate. The rest of the firm has also been very pleasant to work with.

We hired them five years ago to try to clean up our credit reports. They got quite a few items…read moreremoved and two others updated to current. We ended on a bad note, though. They had a major item removed that was going to legally come off my credit reports in literally a few weeks. They charged me $300 for it and then were absolutely inflexible when I suggested they shouldn't have bothered with it when it was obvious it was expiring and therefore I shouldn't have to pay for it. It just left a bad taste in my mouth. I've never recommended them.

From the owner: North Shore Advisory is the leader in credit improvement and education services. Our team of FICO…read moreCertified Professional credit experts analyze and strategically improve personal and business credit profiles.

I had a great experience with Capital Preservation Partners and I was able to easily set up my…read moreretirement account with them. I sat down with Michael and Leo to discuss my finances and my financial future, and what I could be doing to secure a path for a happy retirement. They are very friendly and very knowledgeable.

From the owner: Capital Preservation Partners are Investment advisors that understand life is unpredictable and…read moreeveryone person has their own specific financial circumstances. That is why we take the time to personally know our clients and form a tailored financial plan for them.