receptionist a total howtie towtie and snitch . if she doesnt like you she will report you to…read morehigher escalation department and i had waited 1 hour to be seen and i was merely asking to be seen after waiting so long. but i wasnt in business attire and other clients were so i got singled out and the receptionist wouldnt even allow me to have appointment and i was bringing in over 3 million. She should be fired and the escalation department should be fired too. Now I am with terrific firm and great advisor with Chase in Bohemia.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I help manage the finances of a small condo complex in East Hampton and we hired Tom LaMarco a…read morecouple of years ago to do our taxes. He ended up encouraging us to join PayHOA, an organization that helps groups like ours take care of their finances much more easily. Tom was there every step of the way to help me learn exactly how to use the system and I am now basically flying solo, it's so easy. He has been a big help, always seems to be available when I have a question, and is a pleasure to work with. I'd recommend him if you need accounting help!

Billie helped myself and family since we were first time home buyers. He was patient and so caring…read moreand guided us every step of the way. In our time of doubt he kept our faith that everything would workout and be ok. I highly recommend Billie, he went to work for us and made our dream a reality...we know he will do the same for you.

Cant find a more trusted person then Billie, Cares/ guides and extremely patient!!! gives 100 +++…read more% Thank you again!

Great service, efficient, honest, found us breaks the others missed.. found our new tax guy after…read moreseveral YEARs of disappointing returns.. give him a call, you won't be disappointed.

Best Tax guy for teachers, knows everything that a teacher is able to claim and does it for a great…read morevalue. Have recommended Kevin, to many people and they have recommended him. Once you use Kevin, you will never leave!

excellent service, much appreciated, thanks Castaldo CPA and crew . Professional firm , local…read morehonest team

Did our taxes correctly and quickly. Price was good. What more can you ask for? Thank youread more