Best Financial Advisors in Staten Island, NY

“Jason dropped everything, and with the help of their attorney Eric, they were able to get the creditor to release almost $100,000 that was frozen in his bank account.”

“Inheritance: Founders Ann Rutledge and Sylvain Raynes bring an accretion of thirty years of credit experience from innovative financial institutions to CSC. They first worked in pioneer financial markets of the 1980s—exchange-traded derivatives, cred...”

“Excellent Service I was recommended by a friend Anthony took time out to sit down with me and explain everything to me very happy with the service highly recommend to everyone”

“On one specific occasion, Dennis spent hours on phone calls to ensure we got a rate on an annuity that we would have otherwise lost out on due to delays by our prior advisor.”

“Having to confront our mortality and planning for the aftermath was something Noriko and I had difficulty acting on and we told Tony up front that we needed someone to make a plan based on our wishes, that were not always clear.”

“They have an app organizer for your taxes which is user friendly and all the information you need and sent is right threw the app… also big shout out to her financial services she recognized that there wasn't no taxes taking out from 1 of my brackets...”

“I have been coming to this office since 2015 and I am always satisfied the accountants are very helpful and always make sure i understand what is going on at all times Luis Rodriguez himself makes me feel welcomed everytime i speak to him its like im...”

“I cannot say enough good things about Steve Gitter and the entire team at Pure Vest.”

“I have been extremely satisfied with all of the help Jim has given me over the years, he has made a huge impact in my life and helped me retire sooner than I had anticipated.”

“This licensed accountant offers free consultations and goes above and beyond to ensure his customers feel valued and respected.”

“Great continued experience working with Shaun!”

“Thanks to Christian for his prompt response and unmatched attentiveness to my needs.”

“John is super-knowledgeable on all things tax-related, and he has helped me implement tax-planning strategies that have resulted in significant tax savings.”

“What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach.”