Melville, NY Financial Services

Very helpful assistant , knowledgeable and polite. Understood my request and quickly fulfilled my request. Another great experience at this branch !

Victoria was a gem to deal with, very professional & well educated. This is my 2nd time coming back for funding with her and she took care of me and my business with the ... more

Porsha has been a key asset to our business she has helped us with our growth with the various products and services they carry I will recommend BPF to anyone starting ou ... more

Have you ever said to yourself who can I trust with my retirement and my future? Well Sienna Wealth Management Group was the answer for me and should be for you! Brian Wh ... more

Brian White and the whole team are incredibly knowledgeable and helpful in working to guide our finances. I would highly recommend them to anyone looking for a trustworth ... more

We had the pleasure of working with Chase for our mortgage during our home buying process. We have heard many stories of the difficulties in getting approved for a mortg ... more

Kevin was so helpful when I needed a mortgage. He worked with me through each step making it so easy and less intimidating. Have worked with him on refinancing too. Hi ... more

Dan is the absolute best. Not only did he raise my credit by well over 100 points within a year, he's funny, kind and professional. I highly recommend this company if you ... more

Disgusting service. Unfriendly, unreliable, irresponsible, reckless and awful service from Zach Tatge and Deanna. Please do not use this company.

Good people, excellent customer services.

We discussed long-term financial planning with John Hannah, CFP, CPA. He was VERY thorough and patient. He really listened to us. John worked with our goals and gave us d ... more

I have had the pleasure of working with Todd and his team for many years now. They are EXCEPTIONAL at what they do and are always responsive, honest and professional. T ... more

I was referred through the hospital I work at and have to say my experience was exceptional. The amount of time and patience was greatly appreciated and is unfortunately ... more

I know very little about investing, but the good folks at Janney made me feel very comfortable about the process.I met with Rich Rubin and we discussed what my particular ... more

Excellent service and response time Informative and very helpful in all areas of financial planning Great to deal with

Great people. Great service

Top rated accountants. Highest quality service. Knowledgeable and thorough.

Ameriprise is the office but I am not going to review them or make any recommendations as that would not be correct.  People use their own places and I respect that.  I a ... more

everyone there is very knowledgeable great experience

Jarett Saul is an amazing Relationship Manager who goes above and beyond for his clients.

I have always had a great experience with this bank. They are always super helpful but today winnie at the customer service desk was so amazing with helping me with a cas ... more

After hours ATM is an absolute waste of time. Circle on the screen spins and spins until nothing happens and transaction ends. Not the first time

Worked with Hector and the team for line of credit solutions. I got back an approach that grew with us as we needed it and we were happy with the rate and flexibility. G ... more

Dont trust this firm, i purchased policy and it became lapsed without any warning, they refused to reinstate so my money will by robbed.

Jake Wolf with JMS Global did great things for us, at one point we were in a pretty tight spot and he worked some surprising magic to get us some funding. since then I ha ... more

This is the worst branch. Tellers guve such an unwelcome energy and please dont come here. Felt so uncomfortable took almost 15minutes to take out money when it only take ... more

Teller was extremely helpful , polite , and we concluded our business with pleasantries .

Absolutely terrible customer service from the teller and bank manager. I made an ATM withdrawal from their own ATM located in the branch, paid a $3.50 fee and went to a t ... more

Great experience. Very knowledgeable, courteous and professional. Highly recommend them for your auditing and compliance needs. Thank you again!

Wells Fargo Advisors really helped me in investing my retirement money..wisely suggesting various investment options depending on my long term goals... I highly recommen ... more

Several ex-account holders confused/disappointed in this Wells Fargo & our ex-advisor ZORAN. No return-call or email-reply on time-critical acct issues and questions abou ... more

I usually do not do reviews, but wanted to do so for Brian Cohen, financial advisor and principal at Core-X Wealth Management. I have known Brian for going on 40 years. I ... more

Very professional. Very intelligent. Gives great advice. 10/10

Luke made the process so easy and was able to customize a program that suited my business needs perfectly. He was knowledgeable, honest, patient and very easy to work wit ... more

Inside the Bank of America Building.

Started with a 1 star as my interaction with the salesperson was fraught with misinformation and mistakes. I had raised the value after a conversation with the owner Dav ... more