New Haven, CT Financial Planner

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

Don’t know what I’d do without him.

Peter will ignore you and not treat you with care. Inherited some from a relative and he didn't give the care needed for any of my family involved. Received more info ... more

I purchased a life insurance policy through this company in 2018 with agent Joe Lombardi, and after being convinced to fork over $14,500 for “one year premium” — I ... more

The service at Pearl Financial was just great, . They were attentive and quickly responsive to my questions. Most of all, i got a big refund!

Exselte servicio y muy buena atencin a pesar de esta pandemia

Excellent automated teller machine

"Anthony Calandro laid out all of the options, of which he had many. Great amenities. Tony clearly has self-respect and stays true to his principles. Every day, Tony figh ... more

Highly recommended. I've been with them for over ten years. I've received much small business guidance from Sylvia over the years. She is very knowledgeable. Have no fear ... more

Case Financial did an amazing job helping me get a mortgage for my first home. He was professional, responsive, and got me an even BETTER deal than I thought was possible ... more

We're so grateful to have had the opportunity to work with Jack Watson. He's very warm and friendly yet also extremely knowledgeable in his field. We had a A++ ex ... more

To whoever is looking for the bank!!! It is inside the hospital if you can't find it ask around you'll get to it,you need to get into the hospital to get to the bank.

I went into the bank an everyone was so friendly and respectful Especially a banker by the name of Kiani. She was very helpful and answered all the questions I had.

Snowdin from undertale

The staff is very friendly on my part, a nice experience when I acquired their services

Drive up atm

After visiting a few other Bank of Americas, I have realized that this is the best branch in the state of Connecticut. You dont want to go anywhere else. These people tru ... more

BEWARE!  B of A has been sitting on almost $75,000 of my 92 year-old mother's stolen funds since 7/29/2022 from a forged check scam.  Three of my mother's checks ... more

A few good people work here, but a lot of slackers and idlers too. They move at subsonic speed.Sometimes the lines are long and maybe only one teller is actually working. ... more

I cant believe this exists and is free! My counselor, Lisani, is so accessible, non-judgmental and knowledgeable. She really takes the time to get to know my situation an ... more

The manager at this location is friendly, but the staff not helpful or friendly at all.

Informative be and timely. I picked up by one solid tip that was worth the time!