Great place to learn trading amazing teachers…read more excellent student support during the lab sessions changed the way i looked at trading and completely took my strategy to another level

Great start on learning a new trade of being a trader. I learned to start being a trader. After…read more10 days of classes. I am glad I invested my money in learning with Online Trading Academy. The product is improving every month. Rob

I was with my parents and they needed some help with their investments…read more We went over to there local Fidelity office and spoke to their personal advisor. The location is absolutely beautiful and very well laid out and designed. The advisor was very nice and extremely helpful. If in the area again I would defiantly recommend this Fidelity location.

If you deposit a cashiers check at Fidelity, they will hold your money for one week…read more A cashiers check is cash. Stay away!

The leadership and team of CNB's Melville office is top notch. I came over from a bigger bank…read morewhere I was just a number. At CNB everyone knows my name and they actually spend time talking to me. Every person there is knowledgeable and they work so well together as a team. The branch manager MS is promoting a culture of growth and knowledge. My banker JDO is always available to talk and makes me feel like I matter. My only concern is that MS and JDO will be promoted to bigger and better things because they are great, however, they have done such a great job of building a team that I know I'll always be in good hands. They never sell me, I just want to give them my business.

From the owner: At City National Bank, we're here for every stage of the journey…read more Investment products: * Are not insured by the FDIC or any other federal government agency * Are not deposits of or guaranteed by a Bank or any Bank affiliate * May lose value Equal Housing Lender | NMLSR ID# 536994 City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada, one of the world's largest banks. Brokerage Services are provided through City National Securities, Inc. (Member FINRA/SIPC), a subsidiary of City National Bank. Investment management services provided by City National Bank through its wholly owned subsidiary City National Rochdale, LLC, a SEC registered investment advisor.

Having met Glenn Werner quite a few years ago, I started to invest with him a couple of years later…read moreafter first meeting. Based upon his demeanor/professionalism/level of comfort I felt we with him, I turned over my investment account to him. Fast forward to today(going thru retirement/losing spouse/relocating to Florida/buying new home) Glenn was always there making changes/adjustments/keeping me informed and updated. I cannot express my gratitude and good fortune in finding someone like Glenn to make my retirement years as fruitful and financially safe/secure as it is now. I really owe a tremendous amount of gratitude to Glenn. A sincere, heartfelt THANK YOU

In 2002 I invested with DL and it was flowing lightly but smooth enough to stay with them, then by…read more2010 things started to change.. I ended up with con man money churning scheme , flipping my money and any minimal dividends from investment to investment just for their own pocket commission. By 2016 I finally had enough! I ran from this gang like a jackrabbit from a bobcat over to a Fiduciary Investment CO. and been doing excellent since ! Why I waited so long you ask? : I was doing very well with my own business and just trusted them due to lack of time to scrutinize!....In any case , I'm glad I wizened up !

Great experience with this company. Results have been favorable dispite the ups and down of the…read moremarket

From the owner: fiduciary; fee-only, financial planner; financial advisor; financial adviser; investment manager;…read moreretirement; cfp; certified financial planner; long island; fee only; wealth manager; melville; hauppauge; uniondale; manhattan ; new york; new york city; suffolk county; nassau county; investment planner.