I like Wells Fargo. Not many banks are lending now. Wells is lending. I refinanced with them…read morerecently. My first loan officer was not so good. I found a better one. Here is the deal breaker. Make sure you do not pay anything to lock your rate. It is their way to get you. The first guy wanted to charge me 1% (commitment fee) to lock my rate. I asked him: "What if we cannot close and the lock expires?" He said: "Do not worry about it". I thanked him and did not continue with him. The second officer was excellent. Here are some tips for new borrowers: *Do not pay commitment fee unless you have special circumstances (low credit score, all other banks denied you). *Get Good Faith Estimate (estimate of your closing costs) when you start working with your loan officer. A day before closing, try to get an Updated Good Faith Estimate. Try to resolve significant discrepancies before closing. *Make sure you have correct numbers for taxes for closing (you can get them from County). The Title Company will have you establish escrow for taxes. If you have correct numbers, you will have more chances to avoid overpayment.

We dealt with Rich regarding a very delicate estate situation. He was extremely accommodating and…read moresupportive but mostly he cared that the situation be settled. His professionalism was above reproach and in the end he was highly instrumental in dealing with the sensitive circumstances and getting them resolved. We would highly recommend Rich and his firm for your financial needs.

We discussed long-term financial planning with John Hannah. He was VERY thorough and patient. He…read morereally listened to us. John worked with our goals and gave us different options based on them. He was upfront about costs and fees. We highly recommend.

Alex helped me find savings in my current homeowners and car policy that my old agency wasn't able…read moreto do. Colstan made my insurance process easy and fast, and Alex was amazing and knowledgeable. I felt like they really looked out for my needs and didn't try to sell me on anything I didn't want or need which I liked. I will definitely be using them again in the future for any insurance needs.

Not Happy! I was trying to get an…read more Exemption or endorsement added to my contractors liability policy to get a permit to do work in the city did you work in the main highways and the sidewalks which you need to be a NYCDOT approved, vendor and insurance THE OWNER OF THE COMPANY TOLD ME IT CAN'T BE DONE HE TRIED. HE KNOWS THE RULES AND IT'S NOT HAPPENING HIS EXACT WORDS. IF YOU DON'T LIKE IT YOU CAN TAKE YOUR ELSEWHERE . THIS WAS IN JULY. Well, guess what, the new year when my liability policy was up I tried to at that point switch brokers. I didn't know you needed to do this three months earlier so he actually renewed my policy didn't review pricing or if I needed additional insurance I was over insured and he took it upon himself just to renew the policy Without asking me a question but I also had a excess liability umbrella. He didn't do anything with dad and that canceled never had an owner treat me like this and the kicker is when I went to move my insurance elsewhere. He said well you go try and do that cause I have a good relationship with the company and it ain't happening. it's excuse me Well it hasn't happened yet. I wonder why but really maybe I do know why so he told me what do you mean I really she was a customer yeah and keep the premium for the broker.!!!!!! I will say most of the employees with friendly and easy to work with stay away from the owner at all cost Peter B .

I help manage the finances of a small condo complex in East Hampton and we hired Tom LaMarco a…read morecouple of years ago to do our taxes. He ended up encouraging us to join PayHOA, an organization that helps groups like ours take care of their finances much more easily. Tom was there every step of the way to help me learn exactly how to use the system and I am now basically flying solo, it's so easy. He has been a big help, always seems to be available when I have a question, and is a pleasure to work with. I'd recommend him if you need accounting help!

John is very professional, honest and informative. I've worked with him for several years and…read moreappreciated his willingness to teach me things he has learned throughout his career. His pleasant personality is a definite plus.

Can only address personal tax help, not business. In my opinion this is a 5 star guy. Easy to talk…read moreto and understand. Went the extra mile and set up a schedule and printed forms for estimated quarterly tax for 2026, a real time saver.

Jonathan is an extremely knowledgeable and kind advisor. I called him regarding credit repair after…read moretwo freak incidents led to my first two late payments since I was a teenager. Jonathan advised me on how to quickly resolve one issue and is currently helping me through the other. I highly recommend his services.

I can't say enough good things about Nick, Lisa and the rest of the team! I just purchased my…read moresecond home. My first there were complications in getting a mortgage, due to a law suit with the condo association. On my own I could not make it work, which is when I went to Weatherstone. My second home purchase was in process when covid was full force. I honestly don't think I would have been able to purchase either of my homes without the outstanding service and knowledge provided to me by the Weatherstone mortgage team. They truly made both home purchases incredibly easy and very low stress. They are warm, personable and go above and beyond. I am so grateful and would highly recommend!!

Nic and his team were AWESOME!!! They made the whole process…read morerun smoothly and we had a very positive experience.