Jim Hart is the best financial adviser in NY. Hands down!read more

James is remarkably helpful, sharing his deep insight and knowledge with you in a way that is…read moreeasily understandable. You really come away with a sense that not only is your financial future secure, but with a real idea of WHY it is secure, which is key when making big financial decisions. Highly recommended.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Was referred from a relative and was a client of this firm from about 2019 until now. Not a great…read moreexperience. I'd say at best work and service was inconsistent. Even the information provided changed at times. Some times we'd get a phone call, sometimes no call back. I have had to call and leave messages and hound them to respond. And each time it was as if they were doing me a favor, that is until the bill arrived. Mistakes such as entering in the wrong routing number for electronic payment and then I end up with a threatening IRS note with a penalty, only to now have to pay the firm to unwind their own screw up. Fittingly they actually dropped my wife and I as clients. Stating they just couldn't handle the amount of business they had. Blessing in disguise for sure! Good riddance.

If you are looking for a professional, ethical, reliable, communicative and friendly CPA, look no…read morefurther. After many years of accounting neglect, I asked a good friend and financial advisor to recommend a CPA with tax expertise. Kevin Bottini was was his immediate suggestion, and like the rest of Bob's advice, proved pretty damn good. I am 1800 miles away from his office, and in another time zone, but working with Kevin, associate Sarah and indeed the entire staff has been as easy as if they were next door. Even the receptionist leaves a great impression by telephone. Rapid email communication, quick fax turnaround, simplified fee structure and most of all a calm, friendly, reassuring demeanor coupled with in-depth tax law knowledge made dealing with these guys as pleasant an exercise as going to a CPA can be. I have a new accountant. If you need one, I recommend them most highly. And the office initials are KGB too. How cool is that?

OK my experience so far with Charles Schwab two thumbs down! This company that is supposedly…read morefilled with great ad vestment advice had me on the phone and then transferred me 4 times just to get something as far investments go was beyond remedial ! Constantly wanted to know my net worth! asking endless question on who employees me? how much do I make ? entertaining this phone call was brutal to say the least lets keep in mind I was trying to open a small account and trade futures then turns into an a major I don't know what? I then research Charles Schwab and notice the amount of law suites against this company I'm guessing because its filled with dishonest people that engage in fraudulent activity, Then I'm giving some song and dance about change!! in 6 months? not sure what that was about the 6 months? I'm sure they have some type of lame excuse for why they cant open a small account and have it funded without BS!! of who do you work for? how much money do you make? what's your net worth ?! thumbs down to this house of nothing ! stay away from this company if I was you id show up use there rest room and leave !!! and possibly buy lunch anywhere else if I ever do make a billion Charles Schwab stock will be the first I try to sell short!!! into the ground. Later chuck ! thanks for nothing !

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Hands down the worst experience we've had with an accountant in 25+ years of business. We took our…read moretaxes and a few other matters to David Stackrow, who assured us we'd be building a partnership that would last. Nothing could be further from our experience. Sparse communication, fragmented work, stonewalling and gaslighting have been the core aspects of the relationship. Attention to detail or any of the kindness and empathy usually present in a partnership has been woefully absent. We've tried everything to make it work, from being flexible to waiting weeks on end, all to culminate with consistent and blatant unprofessionalism. He left us in a horrible state of affairs and worse, he invoiced us despite never actually doing the work properly. He left us high and dry on myriad issues. He is not well-informed on newer policies and statutes, which makes his advice and abilities antiquated at best and negligent at worst. There is an arrogance within this establishment that is palpable, and it's backed up by words that fail to match any real strategic action or industry-specific wisdom. Do not trust your business to this firm, or to Mr. Stackrow.

I searched for a qualified and reliable tax accountant who would make my tax filing season smooth…read more My friends recommended Scott, Stackrow & Co to me, and I never regretted my choice. The full cycle of my tax processing was completed through the company portal. As a computer programmer, I consider the software used by the company highly secure and user-friendly. I am fortunate to have Mr. David Pietrafesa, CPA, as my accountant. David has extensive experience and outstanding accounting skills. He answers all my questions in great detail and is very patient and friendly. After a smooth processing of my 2021 taxes, I contacted David several times, and he always gave me his time and undivided attention. Thank you, Mr. P Pietrafesa, for your hard work and dedication during the 2021 tax season and throughout the year! Your help is greatly appreciated!

BRPS Consulting has helped me in many ways over the last few years. Bethany pays my bills and…read morereviews expenditures to be sure there is no untoward activity on my account. In the fall, she reviews my health needs and advises on the best Medicare insurance to meet my needs. Recently, Beth has been helping me with a handyman problem. I had new windows installed in my kitchen. About a week after they were installed, I discovered that they didn't close right and the company ignored my request for them to fix it. Beth has sent letters to the BBB and the Attorney General. We're still waiting on the Attorney General. I live alone; I'm elderly and I am not as sharp as I used to be. Beth has been a real asset. I don't know what I would do without her.

From the owner: BRPS Consulting wants to be your trusted personal financial planner. I want to help you get your…read morebills under control, find services/income/expense reductions that may be available to you, and advise you on legal documents you should have in place. I want to help you get your financial and legal lives in order. Contact me! Let's talk!

I left a review 30 days ago regarding my most recent customer service experience. I am updating…read morethe review. My concerns were heard, addressed and good effort was provided to improve the situation. I have been a customer for 27 years. I am pleased to know customer service remains a priority for the Ten Eyke Group. I do appreciate the representative's earnest effort to resolve my concerns. I am once again a satisfied customer.

Nancy @TenEyck has been remarkably calm when I have not ...for that I apologize. SHE is capable of…read morerefusing a bad situation, being a compassionate listener,setting an immediate plan, then executing for resolution. The adjuster agency had quite a delay (2 mth) in payment to the emergency response team Restoration 1. 1 call and Nancy advocated for me and the Restoration company receivedj8 payment in less than 4 days. Nancy has remained calm and reassuring at a time when I have a mother dying and have had to deal with closure of her home. Nancy is an asset to TenEyck and the Insurance companies they represent. Thank you sincerely,beth Ruggeri