I am a Greenwich Investment Management client who has experienced strong, steady, positive returns…read moreas well as some outstanding performance over the years. The firm's investment philosophy is atypical of what you find with most managers. Cash income from investments is a significant part of the performance. What this means is that my portfolio manager does not necesarily need to sell profitable investments to genrate the funds needed to buy new investments. This helps keep my capital gains taxes low. The firm also specializes in the kinds of municipal bonds that are typically managed within a mutual fund; but because the GIM portfolios are individually managed, my experience has been that the total return is greater than a mutual fund's return. The firm caters to high-net-worth individuals, so this is not a place for someone with a small portfolio.

Nick, at this branch, is amazing! He was patient and understanding of my issue...and was committed…read moreto resolving it. He did! Many thanks and appreciation for his professionalism.

They are careless, reckless and negligent in the way that they handle your money…read more Only in it for their profit. They will not correct mistakes that they know they have commited if it will cost them money. Their attitude was screw you and make a complaint if you don't like it.

The Summer St branch staff is always helpful knowledgable of my banking needs.Everyone has a smile…read morewhen I visit the the branch.Keep up the great work

Went there for a simple deposit. Was treated with rudeness and impatience by one of the managers…read more I would not trust these folks with mortgage or small business loans iffbthey treat me so poorly over a simple checking account. Go to another bank

Fantastic firm that helps you get your Financial house in order. Financial Coaching using the right…read moreWealth Strategies that gives you a smart game plan moving forward !!! 5 Star Firm with 5 Star People and 5 Star Results !!! Thank you

From the owner: Established in 1986, Financial Advisors Diddel is a Stamford-based financial planning firm with…read moreover 35 years of experience. Their certified financial planners specialize in crafting personalized financial plans that encompass retirement planning, wealth management, asset management, and tax planning strategies. Financial Advisors Diddel helps clients navigate their financial goals, whether it's saving for retirement, making sound investments, or minimizing tax liabilities.

Mike Jurik at The Relocation Group was over the top helpful. I highly recommend him.read more

From the owner: The Relocation Group is a full-service real estate company with two l locations, Greenwich and…read moreStamford CT. A Boutique firm owned by Peter and Denise Rosato along with an experienced team of Sales Representatives and Relocation Specialists. In order to better serve our clients we are licensed in CT and NY and are members of the Greenwich MLS, Consolidated MLS, Darien MLS, New Canaan MLS and Westchester MLS. We specialize in investment properties, individual home sales, condo sales, corporate and domestic relocation.

What a truly wonderful human being who helped me select my Anthem PPO plan over the phone on a…read moreSATURDAY morning in mid-November. I got on his schedule last minute because the whole state is scrambling to secure health coverage for themselves. The whole time I was speaking to him I felt like it was important to him to help people with this vital element of their lives. John made sure I filled out my application correctly and then patiently he talked me through the questions I had about the plan I had my eye on. At the same time he was very efficient while also being so personable and kind. The world needs more John Wygals. It made my morning to have help like that. If Access Health CT gives you some agent/broker contacts--don't hesitate to look for him. Agree with the other poster from 2018: A+

Amazing customer service. I had a very specific request and John was incredibly responsive,…read moreknowledgeable and friendly. He took care of my insurance enrollment right over the phone. Could not have been easier. Have already recommended him to family members for their insurance needs (health, auto, home). A+

Malloy insurance is great! I use them for my car insurance and Kelly at the Glenbrook office is…read morewonderful. they are attentive and knowledgeable and their rates are comparable. give them a call when you are looking to price out car insurance.

I don't recommend at all. I thought bringing my policies to a family owned/smaller business would…read moreprovide better service and attention to detail but that has not been the case. The quotes were really good, so I decided to switch a few of my policies over and it has been nothing but a hassle. I have to constantly send reminders for quotes until literally the last day of a policy end date to get a quote. Matt says one thing but doesn't seem to follow through unless you pester him. The final straw for me was 2 major things that have never happened to me before. 1) Malloy not submitting my proof of insurance to my mortgage and my mortgage company threatening to charge me for their own insurance. Matt assured me he would do on June 14, 2023 but on July 10, 2023 I got a final notice that I needed to submit the proof of insurance. Matt was of course on vacation, so I had to call and make sure this got done with someone else. My previous brokers would do this automatically and include my mortgage onto the policy so they would get the proof automatically. The kicker in this was that all they needed was the certificate to be emailed. Matt said he would do it but that never happened. I don't know why I never followed up. I really thought he would do it since its important. My mistake! I also finally paid the premium a month later when getting the certificate. 2) I have been asking for a quote on anther property that I have insured with them since June 14, 2023 for the renewal date of July 30, 2023. Matt said he would look into for me. With my past brokers I always get a renewal notice 60 days in advance with the new premium price so get ample time to price it out. Matt never got back to me so I called the office on July 17, 2023 and to my SURPRISE! my policy was cancelled in October 2022 without my knowledge. Basically, I was without home insurance for that property since October of 2022. I asked why I never got any notification and Suzanne told me that they sent a notice to the investment address. Now my mailing address which they should have on file is not this investment address but a PO Box. So now I have to wait to see if they can re-send me my refund check. I just don't understand why Malloy did not contact me directly regarding the cancellation. My previous brokers would have emailed me directly and helped make other arrangements for insurance. I won't be renewing this property with Malloy. This is my final straw. I don't have any confidence in doing business with them anymore. I will hold out until all my policies are expired and just stick with my previous brokers. To not be notified that my policy was cancelled is just not acceptable to me. The broker I use should be on top of these policies to make sure there are no problems. This is my honest and real experience.