The leadership and team of CNB's Melville office is top notch. I came over from a bigger bank…read morewhere I was just a number. At CNB everyone knows my name and they actually spend time talking to me. Every person there is knowledgeable and they work so well together as a team. The branch manager MS is promoting a culture of growth and knowledge. My banker JDO is always available to talk and makes me feel like I matter. My only concern is that MS and JDO will be promoted to bigger and better things because they are great, however, they have done such a great job of building a team that I know I'll always be in good hands. They never sell me, I just want to give them my business.

From the owner: At City National Bank, we're here for every stage of the journey…read more Investment products: * Are not insured by the FDIC or any other federal government agency * Are not deposits of or guaranteed by a Bank or any Bank affiliate * May lose value Equal Housing Lender | NMLSR ID# 536994 City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada, one of the world's largest banks. Brokerage Services are provided through City National Securities, Inc. (Member FINRA/SIPC), a subsidiary of City National Bank. Investment management services provided by City National Bank through its wholly owned subsidiary City National Rochdale, LLC, a SEC registered investment advisor.

As JC shows all insurance is not created equal. I always thought go with the big names like All…read moreState or State Farm. Buy term and invest the difference. Boy was I wrong. Having an independent agent who understands the insurance landscape who can then custom build a policy for me was a game changer. Not only was the coverage less than the big names, it gave me better value and covered all my needs. Buying whole life allowed me to understand how cash value insurance is inextricably linked to generation wealth . JC educated me and showed me how life insurance is a LIVING ASSET . That reshaped my optics . I highly recommend JC Figueroa

I needed a life insurance plan for myself and was referred to Figueroa by a coworker. He setup an…read moreappointment with my in my house and we discussed everything and decided to get a plan for my wife also. Within a few hours we talked and like the plans so me and my wife got it done. Mr Figueroa was very helpful because he understands our situation and also we felt comfortable talking with him. After a few days everything went smooth and can now we can rest easier knowing something as important as Life Insurance was taken care of by a professional.

Ameriprise is the office but I am not going to review them or make any recommendations as that…read morewould not be correct. People use their own places and I respect that. I am here to tell you about Michael Fisher, my financial advisor. Choosing my financial advisor was one of the hardest decisions I ever made. Being in that industry only made it more difficult seeing all the people I knew and with whom I worked. I have know Michael for over 20 years now... I have been with him from my mid forties to my now 60's. I am so happy with him. He is truly a gentleman and clearly concerned for his clients well being. I started my conversations with Michael when I was 20 years out before retirement. Today, I am in retirement age and feeling so good that I followed his advice and prepared the way I was supposed to prepare, all from his direction. It is very important to have a good relationship with your advisor. This is the person that you must have an ultimate trust in. My wife and I have this implicit trust in Michael and his group.