Top 15 Financial Advisors in Staten Island, NY

Arthur Burns Tan was great. Throughout the whole process he was with every step of the way and made sure he was able to get me funding. He was a man of his word. I would highly recommend him and his company to anyone looking to get funded. Great guy and a hard worker.

Amanda Beasley I received a letter in the mail from them with my street address and a random city, state and zip code which I did not live in. Their letter claimed that I had a violation with the City of West Palm Beach on 9/24/21. I was never in West Palm Beach that day and I have proof. I called and spoke to numerous customer services representatives and provided them with the reference code listed on the letter, but they could not find the account in their system and asked me to call them back "in a week or so" when the glitch was out of their system. I called the City of West Palm Beach myself and they could not locate any citation under my name or on that specific date. They explained that this is not the first time they have heard of this happening. Do not send these people money!

reuben steinman My dads broker,and now mine,love my broker!

Kris Sauza I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.

Joanna Stergiou Sari Pessah is wonderful. I would never go anywhere else to get my taxes done. She is very knowledgeable.

Mad Hatter We all want to make money in this world and most only trust it in their own hands, however there are no better people than in this office to advise you and protect your assets. Both Zaim and Kaeagen treat you as family and as if your money is their own on the Sense they want to see you make money........ o highly suggest this office and especially the people working there. Keep it up guys!!

Wilson Rico I couldnt find the Wells Fargo ATM outside.

Sheshadri Sosale Ji ji ji ji ji

Samara Evans I give Onemain Financial 5 stars (10 if thats possible) The loan representative Yamith is THE best. She helped me on 2 loans. She is very professional, and friendly. She followed up and walked me through the process each time and is very thorough with explaining everything. I will continue doing business as long as people like Yamith is there. ❤️

Philip La Bega Me. Fusco did a great job explaining all of my life insurance options to me. I had a million questions and he was very patient. He found the perfect plan for my budget and my needs and made the process simple and easy. I would highly recommend The Fusco Insurance Agency!

Ivana Zapata Saul Custodio has made my father’s passing easier to cope with. As a family, we never believed we would be grieving my father, at such an early stage in life. But here we are, and we’re thankful for real-life angels, such as Saul. He has helped us tremendously in navigating the financial aftermath, of our father’s passing. He was actually the one who helped my father with his life insurance policy, 14 years ago and now us, with our own. He is not only very professional in what he does, but is also very humble and empathetic. Thank you Saul!

Cathy LaRocca Steven is an in person advisor proficient assessing ones financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.

Lisa Michael When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor.