1. Credit Connect

    1. Credit Connect

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    Greenwich, CT

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    Credit Connect

    3.6 (5 reviews)
    Closed 9:00 am - 8:00 pm

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    Charles Schwab

    Charles Schwab

    (2 reviews)

    I have been a customer of Charles Schwab forever (well, at least since 1987). As the nearest…read morelocation to our new home in Westport when we moved from Manhattan in 2009, I selected the Fairfield CT location as my servicing office. I was never satisfied with their quality of service. Therefore, when I had a relatively complicated issue to resolve in April 2023, I decided to try the Greenwich office for a change. I was not disappointed. I was met in the lobby by Lecia Lupoli, Client Service Specialist. I explained what assistance I needed, which was to reverse a 2022 Roth IRA contribution, open a Traditional IRA, and transfer the 2022 contribution from the Roth to the Traditional IRA. All to be completed before the tax filing deadline of 04/18 (I visited Schwab on 04/07). Lecia spent the next hour working only with me to complete each of the several steps necessary to resolve the situation, until all of the necessary steps were completed. I was given a hard copy of the paperwork, and received a text confirming that Schwab was actively working to make sure the transaction was completed and settled in a timely manner. Lecia went above and beyond my expectations. Consequently, I have requested that the Schwab office in Greenwich be coded as my new "home" office location. Thank you. TWJ (Westport, CT)

    Don't open checking account with Charles Schwab if you would like your credit to take a HARD HIT!…read more I've opened accounts in multiple banks over the years and never have I ever had my credit report pulled.

    OG Tax and Accounting Group

    OG Tax and Accounting Group

    (84 reviews)

    Financial District

    I have been stressing out over my 2018 taxes way before 2018 was even over. LOL.. It was my first…read moreyear of electing as an S-Corp. Majority of my income was coming in under my business with no taxes being deducted so I knew I had to pay. I was pretty sure i was going to owe like 10k :( .. I chose OG bc of the great reviews (thanks yelp!) Before going in I was actually nervous and a bit ashamed bc as an adult I have know idea about taxes yet I decided to elect as an S-Corp lol. Then I finally came in & was seen by Eli. Here are some highlights of my experience: Eli is very knowledgable and is able to explain everything easily so that people like me who feel like taxes are a foreign language can understand. I came in assuming I was going to owe so much bc I had no idea what I was doing or how taxes even worked.. but Eli answered all of my questions with patience even though I know I was probably asking the same question over & over lol. Now for 2019 I will not be stressed! Eli also shed some light on things I had no idea about like how putting money in an IRA can really help to save on how much I owe in taxes, and how I need to go ahead & pay estimated taxes twice a year, and other business related matters that as business owner i needed to know & did NOT beforehand. Before your appointment they give you this great "tax planner".. it pretty much lists out everything that you can & should be writing off on your taxes & allows you to put in the totals. This was so helpful.. it really helps you organize everything. I called with a question & was quickly directed to Eli which was nice bc I thought I was going to have to email or wait for a call back, etc.. Jane at the front desk is also very helpful, polite & accommodating. Overall, I highly recommend. Especially if you have no idea what you're doing bc I know I cant be the only one. I left feeling so much better & at ease after it was all over.

    Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

    Credit Connect - businessconsulting - Updated September 2026

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