They are friendly, exceedingly competent, and handled multiple specific complexities with our tax…read morereturns, and the interaction of city/state taxes, comprehensively and without any subsequent issue. We are continuing to use them this year, and into the foreseeable future. I cannot recommend them enough. Pricing is more than fair.

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.

I can't say enough about Steel Breeze (SB) Accounting and tax frim. I have known the ownership of…read morethis firm for over 20 years and their trustworthiness, attention to detail and knowledge of tax law and accounting practices are not only highly ethical but also efficient. As a small business owner SB is keeping up with our quarterly schedules, reviews the balance sheet monthly and does a fantastic job with your end closeout and filing. Most of all, Jeremy and Chris are always customer service focused and help us to lean forward focusing on our core business so we don't have to worry about the book keeping and accounting. They always make themselves available to us when we have questions and provide sound guidance. I highly endorse SB if you are looking for a business to partner with who will put the same level of dedication into your business that you have. Dave W. President & CEO Stillwater

We hired Jeremy at Steel Breeze after we had hired a different CPA in the area who messed up our…read moretaxes the previous year, so Jeremy had to fix things. Jeremy was kind, courteous, reasonable, and went WAY above and beyond to do our taxes this year. Jeremy made sure to take the time to get everything corrected and was very service-oriented. He was on time, patient, and very detail-oriented. I would hire Jeremy again in a heartbeat. So grateful to him!

I was recommended this insurance brokerage firm. I am very happy with the service and…read moreattentiveness. Besides, Tony Mosca got me the BEST rates!

New Caanan Branch gets (5 stars)…read more I can't say enough good things about this branch! Agnieszka Maciejewski and her team (New Caanan) do an amazing job. They are polite, helpful, sincere, and truly remind you that this is not Citi or BofA. This is a small, local bank with plenty of branches in Fairfield County to satisfy anyone. If you're looking for top-notch service and a personal touch, this is the place to go. Overall, this bank (the company) gets (3.5 stars) (the branch gets (5 stars)). Here's why: Positives: They are a small bank, and their decision-makers are responsive and accessible. Their branches make banking easy, and there are almost never more than 2-3 people in line, except Fridays at lunchtime. There are no fees for qualified depositors. Cons: The bank has its own way of looking at living trusts, which can be restrictive. After a lot of effort from Agnieszka, my wife, and myself, the issue has been resolved. We still maintain our business account at Chase (which has $5,000 in it). They pay an interest rate of just .001%, so don't leave money in your interest-bearing checking account. If you are looking for a local bank with a personal touch, you found it. PS I will amend my review (if warranted) in 90-days. I am inclined to say that the bank will get regraded to (4 stars) and the branch to (5 stars).

First County Bank had very competitive CD rates in 2024 so I opened up 4 CDs with varying maturity…read moredates at First County. I also opened up CDs at other local banks including Bankwell and DR Bank. A number of my CDs at the other banks have matured already, and my first First County CD matured yesterday. I tried to close my matured First County CD, and I was told that they were going to charge me a $10 fee for the bank check used to close the account. (So I would be charged a total of $40 for my 4 CDs). Neither Bankwell nor DR bank charges their customers fees to close their accounts. Even Citibank doesn't charge for this. So theoretically, if your child deposits her $100 birthday money into a First County account, whenever she decides to close the account, she will be charged $10 (if she's issued a bank check.) I understand that banks charge their customers a fee to issue a bank check for their customers' use (to buy a car, etc.) In First County's case, First County is charging the customer a fee for First County's own use of the bank check (to close out their customer's account). This is not a First County rant: their rates are competitive, and their CSRs are polite. I am posting this to give potential customers a heads' up about their unusual account closure fee.

Doug did an exceptional job preparing my taxes 4 years ago that I have continued to use him even…read moreafter I moved. All I do is send my tax information and he prepares and sends copies of all the documentation for my reference. He files everything electronically so I can get my return as fast as possible. Being a new home owner this year he explained how much I would receive and how long it would take for the government credit. Come tax season I have nothing to worry about when ADF Financial Services does my taxes, I know it will be easy and professional.

I found Doug through yelp and I'm so happy I contacted him. He helped me prepare and complete my…read more2013 taxes. He was detail oriented and I'm sure he caught extra return money that I may have missed. He also answered all of my questions about taxes and finances. Be sure you contact him early on: he usually won't accept new clients after March 1. His prices are also reasonable as well. Thanks Doug!

This was our second round of financing working with Jay and team. Jay provided a high level of…read moreengagement, and education throughout our process. His team, including Liz Eckman, fielded countless calls from us throughout our process, and were always willing to spend the time helping us get comfortable with our purchase. Not only this, but the team was also able to help secure our loan in record time. We can unreservedly recommend Jay and team. Thanks.

I am a Greenwich Investment Management client who has experienced strong, steady, positive returns…read moreas well as some outstanding performance over the years. The firm's investment philosophy is atypical of what you find with most managers. Cash income from investments is a significant part of the performance. What this means is that my portfolio manager does not necesarily need to sell profitable investments to genrate the funds needed to buy new investments. This helps keep my capital gains taxes low. The firm also specializes in the kinds of municipal bonds that are typically managed within a mutual fund; but because the GIM portfolios are individually managed, my experience has been that the total return is greater than a mutual fund's return. The firm caters to high-net-worth individuals, so this is not a place for someone with a small portfolio.