( 4 Reviews )
Route65 Financial Logo

Route65 Financial

Investment Service

1224 Mill Street Building B Suite 103 East Berlin, CT 06023
David Joyce

They helped me get out of debt and take control of my finances

( 63 Reviews )
Ki Property Group Logo

Ki Property Group

Investment Service, Investment Service, Property Management Company

26 Main St New Haven, CT 06512
Marco

Jorge and his team are very knowledgeable with the home buying process. They care about working with you and making sure your needs are met. The team is capable of offeri ... more

( 20 Reviews )
Brian Skinner LPL Financial Logo

Brian Skinner LPL Financial

Investment Service

472 Wheelers Farms Road Suite 305 Milford, CT 06461
Donna Palmieri

As I progress closer to retirement, I needed to put some plans into motion to make the most of the savings I've accumulated. I met with Brian and he listened carefully to ... more

( 11 Reviews )
Allegiant Wealth Management, LLC Logo

Allegiant Wealth Management, LLC

Investment Service

61 N Plains Industrial Rd #314 Wallingford, CT 06492
GCP Team

Excellent company! Lou is great to work with and has helped me on many levels. From financial planning to simply managing my 401K he is always available. Thanks Lou for a ... more

( 61 Reviews )
First World Mortgage Corporation - West Hartford Mortgage & Home Loans Logo

First World Mortgage Corporation - West Hartford Mortgage & Home Loans

Mortgage Lender, Financial Consultant

127 Prospect Ave West Hartford, CT 06107
Hek O

The Best Of The Best Highly Recommended

( 11 Reviews )
The Milford Bank Logo

The Milford Bank

Bank, ATM, Financial Planner

3651 Main St Stratford, CT 06614
Harry Urea

Great financial institution for small businesses but also for personal accounts.

( 36 Reviews )
First County Bank Logo

First County Bank

Bank, ATM, Business Banking Service

660 Main Ave Norwalk, CT 06851
Michael Behnam

Amazing service

( 21 Reviews )
Merchant Advisors Logo

Merchant Advisors

Loan Agency, Financial Consultant, Financial Planner

9-5 Novelty Ln suite b Essex, CT 06426
DARRELL LYMAN

Jake was very patient as we took our time to choose between a business line of credit and a term loan. She professionally answered our every question and helped us unders ... more

( 10 Reviews )
Santander Bank Branch Logo

Santander Bank Branch

Bank, Financial Institution, Investment Bank

115 Asylum St Hartford, Connecticut 06103
Flawless Moda

I went with my husband to update our joint account information, because I am foreign and black, the vice president was very rude to me and tried to make it difficult for ... more

( 1 Reviews )
David P Gershoni - Ameriprise Financial Services, LLC Logo

David P Gershoni - Ameriprise Financial Services, LLC

Financial Planner, Investment Service

545 Long Wharf Dr #501 New Haven, Connecticut 06511
noah kern

I learned so much from Dave! Definitely recommend. Has a keen way of making things that seem difficult to understand very simple and comprehensive.

( 1 Reviews )
Edward Jones - Financial Advisor: Jerry Ferrentino Logo

Edward Jones - Financial Advisor: Jerry Ferrentino

Financial Consultant, Finance Broker, Investment Service

95 S Rd Suite 26A Somers, Connecticut 06071
Steve M.

I see another review of this office but seems strange they aren't from the area. My experience from Jerry's office is 180 from that. I get an immediate pickup and ... more

( 1 Reviews )
Goldman Sachs Personal Financial Management Logo

Goldman Sachs Personal Financial Management

Financial Consultant

55 Greens Farms Road Westport, Connecticut 06880
Bianca marmolady

Friendly customer service

( 5 Reviews )
Edward Jones - Financial Advisor: Matthew C Baum, CFP|CRPC Logo

Edward Jones - Financial Advisor: Matthew C Baum, CFP|CRPC

Financial Consultant

2 George Street, Ste 103 North Haven, Connecticut 06473
Anthony Sgroi

Matthew is an amazing Financial Advisor. I would recommend to anyone and everyone!

( 2 Reviews )
Pillar Plan Financial Logo

Pillar Plan Financial

Investment Service

345 Highland Avenue Suite 101, Suite 101 Cheshire, CT 06410
( 6 Reviews )
Independent Financial Group, LLC Logo

Independent Financial Group, LLC

Investment Service

71 Raymond Road West Hartford, CT 06107
HyM

Caseys quick and thorough communication with me is such a blessing! Im able to communicate electronically too when its simple matters to get things done which fits so wel ... more

( 4 Reviews )
Route65 Financial Logo

Route65 Financial

Investment Service

1224 Mill Street Building B Suite 103 East Berlin, CT 06023
Linda B

MMI has provided quality, professional assistance in helping me restructure and eliminate my debt. To those of you reading this, you can be assured that MMI is a non prof ... more

( 2 Reviews )
YHB Investment Advisors, Inc Logo

YHB Investment Advisors, Inc

Investment Service

29 S Main St #306 Suite 306 West Hartford, CT 06107
Tim Coll

Great firm! Jared provides great advice and is not afraid to tell me what I need to hear. Kate is very responsive to all of my needs.

( 1 Reviews )
HAS Insurance Solutions and Wealth Management Logo

HAS Insurance Solutions and Wealth Management

Investment Service

321 Research Pkwy Suite 204 Meriden, CT 06450
Howard Schachter

Howard was very knowledgeable about Social Security and Medicare Was educated on my Medicare options and chose one of the advantage plans that HAS Insurance Solutions rep ... more

( 6 Reviews )
Davis Business Consultant Logo

Davis Business Consultant

Financial Consultant

68 Deerfield Ridge Drive Mystic, Connecticut 06355
Keona Strickland

Fast, friendly, and professional tax service. Ive been a client for three years and am so happy I found Lori!

( 1 Reviews )
Glenn A. Hamler of Janney Montgomery Scott Logo

Glenn A. Hamler of Janney Montgomery Scott

Financial Consultant

60 Willow Street, Suite 101 Mystic, Connecticut 06355
( 4 Reviews )
Edward Jones - Financial Advisor: Eric Gagne Logo

Edward Jones - Financial Advisor: Eric Gagne

Financial Consultant

433 S Main St, Ste 111 Hartford, Connecticut 06110
Linda McConnell

Eric and Ann are just easy going awesome people.. There to help you..

( 1 Reviews )
Anthony Corona - RBC Wealth Management Financial Advisor Logo

Anthony Corona - RBC Wealth Management Financial Advisor

Investment Service

285 Riverside Ave Suite 335 Westport, Connecticut 06880
( 2 Reviews )
Edward Jones - Financial Advisor: Barbara J Randolph Logo

Edward Jones - Financial Advisor: Barbara J Randolph

Financial Consultant

18 North Main Street West Hartford, Connecticut 06107
kevin A

Ethically, professional and friendly.

( 2 Reviews )
Edward Jones - Financial Advisor: Jonathan B Kaplan Logo

Edward Jones - Financial Advisor: Jonathan B Kaplan

Financial Consultant

329 Main Street, #102 Wallingford, Connecticut 06492
David Finnance

Excellent financial office with extremely competent office personnel. It truly is a pleasure dealing with this group.

( 10 Reviews )
The Milford Bank Logo

The Milford Bank

Bank, ATM, Financial Planner

205 Bridgeport Ave Milford, CT 06460
Nick Amoratis

My family was in business for over 40 years and my grandfather eventually switched over to Milford Bank (Devon branch) and did business with them for decades. Since then ... more

( 48 Reviews )
Seasons Federal Credit Union Logo

Seasons Federal Credit Union

Mortgage Lender, ATM, Bank

524 S Main St Middletown, CT 06457
Katy Wiemert

I had a great experience with Allison in the loan department with both our mortgage and my recent car loan. She was extremely responsive and pleasant. She worked tireless ... more

( 1 Reviews )
Abbas Tax Services - by Liberty Tax - Income Tax, Business Taxes, Bookkeeping , Insurance Agency - 06042, 06066 Logo

Abbas Tax Services - by Liberty Tax - Income Tax, Business Taxes, Bookkeeping , Insurance Agency - 06042, 06066

Tax Preparation, Auto Insurance Agency, Bookkeeping Service

294 B Main St Manchester, CT 06042
Adrina Henry

And does really well to get me all earn credit they are wonderful been there for 4yr an will not go to anybody else

( 1 Reviews )
Santander Bank ATM Logo

Santander Bank ATM

ATM, Financial Institution, Investment Bank

2045 Dixwell Ave Hamden, CT 06514
Aditya Malik

Perfect for Santander banks or debit cards that reimburse ATM fees

( 1 Reviews )
Santander Bank ATM Logo

Santander Bank ATM

ATM, Financial Institution, Investment Bank

177 Columbus Blvd New Britain, CT 06051
( 25 Reviews )
The Milford Bank Logo

The Milford Bank

ATM, ATM, Financial Planner

33 Broad St Milford, CT 06460
Maritza Roman

Amazing help when I needed it

( 1 Reviews )
GYL Financial Synergies Logo

GYL Financial Synergies

Financial Planner, Investment Service

55 Post Rd W Suite 300 Westport, CT 06880
( 1 Reviews )
Santander Bank ATM Logo

Santander Bank ATM

ATM, Financial Institution, Investment Bank

2000 N Main St Waterbury, CT 06704
( 4 Reviews )
Janney Montgomery Scott LLC Logo

Janney Montgomery Scott LLC

Financial Consultant

60 Willow Street, Suite 101 Mystic, Connecticut 06355
( 3 Reviews )
Santander Bank Branch Logo

Santander Bank Branch

Bank, Financial Institution, Investment Bank

394 W Main St Avon, CT 06001
John Pendergast

This bank branch really sets the bar on what a bank should be . Great customer service, great people working here. You can tell the difference between truly happy service ... more

( 10 Reviews )
First County Bank Logo

First County Bank

Mortgage Lender, ATM, Business Banking Service

1006 Post Rd Darien, CT 06820
Andrew Karayanis

Branch Manager Aitza went beyond the call of duty. We opened a new account. Took her time to explain everything to my wife and me. Even wanted to help us set up on line ... more

( 1 Reviews )
Santander Bank ATM Logo

Santander Bank ATM

ATM, Financial Institution, Investment Bank

1078 Silas Deane Hwy Wethersfield, CT 06109
( 9 Reviews )
First County Bank Logo

First County Bank

ATM, ATM, Business Banking Service

95 Park St New Canaan, CT 06840
Luisa B

I love this branch! The staff are friendly, polite and professional, especially Ping and Perry. Since I always use the drive-up, most likely I talk with one of them. They ... more

( 10 Reviews )
Healthtree Financial ​Fitness LLC Logo

Healthtree Financial ​Fitness LLC

Financial Consultant, Business To Business Service, Finance Broker

326 W Main St # 205 Milford, CT 06460
Nancy

Helki tried to sell my uncle cancer insurance while renewing his Medicare which is illegal and I found out buys his food stamps from him leaving him without enough food m ... more

( 2 Reviews )
Edward Jones - Financial Advisor: Bosmat Cohen, CFP Logo

Edward Jones - Financial Advisor: Bosmat Cohen, CFP

Financial Consultant

100 Hinman St, Ste 4 Cheshire, Connecticut 06410
Robert Davidson

Bosmat is a great agent! Very attentive and help to my family.

( 7 Reviews )
Bardaglio Hart & Shuman CPA's Logo

Bardaglio Hart & Shuman CPA's

Certified Public Accountant, Tax Consultant, Financial Planner

594 North Street Windsor Locks, CT 06096
Matthew G. McKay

This is the second year that I have hired Mr. Timothy M. Keene, CPA, and his services were excellent. Mr. Keene was especially responsive, patient toward my inquiries, th ... more

( 1 Reviews )
New England Capital Logo

New England Capital

Financial Planner, Investment Service

79 Main Street South Meriden, Connecticut 06451
( 2 Reviews )
Santander Bank Logo

Santander Bank

Bank, Financial Institution, Investment Bank

2 S Main St Unionville, Connecticut 06085
Zbigniew Mikulec

The employees and the manager makes this place friendly and welcoming. Staff is very polite and friendly. Thank you. Z.M. Avon, Ct.

( 1 Reviews )
Santander Bank ATM Logo

Santander Bank ATM

ATM, Financial Institution, Investment Bank

96 Bridge St East Windsor, Connecticut 06088
Bryan Plunske

I don't usually write reviews, but the staff here is awesome. I went to the bank with the intentions of just cashing a check and instead left with a new bank account whic ... more

( 1 Reviews )
Rose Capital Funding LLC Logo

Rose Capital Funding LLC

Business To Business Service, Business Management Consultant, Finance Broker

71 Arch St 3rd floor Greenwich, CT 06830
Todd Bodine

A true company that wants to help small business owners succeed. I highly recommend theses guys. The process was quick and easy. Always communicating with us definitely a ... more

( 3 Reviews )
flexcap solutions llc Logo

flexcap solutions llc

Stock Broker

900 Pacific Street Stamford, Connecticut 06902
John Cutignola

I recommend flexcap solutions to everyone, Mike K walked me through the whole process and was very professional and honest.

( 0 Reviews )
Allstate Personal Financial Representative: David Glenn Logo

Allstate Personal Financial Representative: David Glenn

Financial Consultant

19 Padanaram Rd Danbury, Connecticut 06811
( 2 Reviews )
Edward Jones - Financial Advisor: Bill Alleman Logo

Edward Jones - Financial Advisor: Bill Alleman

Financial Consultant, Finance Broker, Investment Service

10 Main St Hebron, Connecticut 06248
Paul LaCroix

Never called me back

( 22 Reviews )
Allstate Personal Financial Representative: Neil Livingston Logo

Allstate Personal Financial Representative: Neil Livingston

Financial Consultant

39 E Cedar St Newington, Connecticut 06111
Bob Serra

Anthony and his staff are terrific and easy to deal with.

( 1 Reviews )
The Kyriakos Group - UBS Financial Services Inc. Logo

The Kyriakos Group - UBS Financial Services Inc.

Financial Consultant

600 Washington Blvd, 11th Floor Stamford, Connecticut 06901
Mary Clara

Am happy been the first to review this team as they have done a superb job for me They are tested and trusted Highly recommended

( 0 Reviews )
Meghan Rump Logo

Meghan Rump

Investment Service

61 Jesup Road Westport, Connecticut 06880
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