We've been working with Jon and his team for 25+ years. They are always there for us, have made…read moregreat financial decisions and steer our portfolio in the right direction. A trustworthy team we love working with.

Mike Jurik at The Relocation Group was over the top helpful. I highly recommend him.read more

From the owner: The Relocation Group is a full-service real estate company with two l locations, Greenwich and…read moreStamford CT. A Boutique firm owned by Peter and Denise Rosato along with an experienced team of Sales Representatives and Relocation Specialists. In order to better serve our clients we are licensed in CT and NY and are members of the Greenwich MLS, Consolidated MLS, Darien MLS, New Canaan MLS and Westchester MLS. We specialize in investment properties, individual home sales, condo sales, corporate and domestic relocation.

ARS Financial has over 20 years of combined experience in the Financial Planning industry. In these…read moretough financial times they are keeping me and my future safe.

From the owner: Serving Jericho, NY and outlying areas, Lee Rosenberg and associates of American Investment…read morePlanners LLC is offering the following services not limited to; investments, life insurance, estate, financial and retirement planning.

Everyone there very nice. Accommodating and helpful!…read more Everytime I go to the ATM they give me the change I need. Connected to the train station which is very convenient!!

I want to recognize Ron Cruz- an outstanding employee I have been fortunate enough to work with…read moreover the last several years. He is personable, professional, articulate and knowledgeable. I had a CD over the years and he would keep me updated with the best rates and remind me when the CD had reached its maturity date. He was one of the best bank employees I have ever encountered. Exceptional! I hope the bank recognizes his qualities- a rare find these days.

Having met Glenn Werner quite a few years ago, I started to invest with him a couple of years later…read moreafter first meeting. Based upon his demeanor/professionalism/level of comfort I felt we with him, I turned over my investment account to him. Fast forward to today(going thru retirement/losing spouse/relocating to Florida/buying new home) Glenn was always there making changes/adjustments/keeping me informed and updated. I cannot express my gratitude and good fortune in finding someone like Glenn to make my retirement years as fruitful and financially safe/secure as it is now. I really owe a tremendous amount of gratitude to Glenn. A sincere, heartfelt THANK YOU

The worst company for investing. My dad had them for years. When his advisor left, the new one…read moretalked him into Puerto Rico bonds every time any bond matured. When my dad passed and I took over, I couldn't believe 70% of his portfolio was with those bonds. And we all know how those bonds collapsed. I got a good lawyer and sued. And won. Took 8 months but was worth it.