I have been using this firm for about 20 years. Gary is a certified financial planner, and he was…read moreproactive in helping me set up my children's college fund and my personal retirement account. They do my annual tax return and I have yet to have an issue. They are not pushy and have only provided me with the financial information I needed in order to make informed decisions. If there was something I didn't understand from a tax or investment perspective, they have taken the time to explain it to me so I could. Martin and Gary (two of the principals) are two of the most honest and sincere businessmen I have come across, and this has made me feel comfortable enough to recommend them to my family and friends.

This firm was very helpful and excellent in the beginning. As time went on mistakes and lost…read morechecks began to occur. No apologies were given. Finally, usual service was curtailed. Go somewhere else. You do not need the aggravation, unless you enjoy angst.

I have been using there services for roughly 10 years now and I could not be happier with them…read more Extremely professional, always working to get the best rates while at the same time making you feel like family. I certainly would recommend them to anyone in need for insurance of any type.

Crooked insurance company ripe with nepotism and falsehoods. They tell you that you are getting the…read morebest prices from insurance u underw and nothing could be further from the truth. Avoid unless you want to overpay for the owner's trips to Paris. I KNOW that Travelers has a much cheaper line of products for the SAME EXACT coverage and I know it. So when this reply tries to say that Scarsdale customers want to overpay for identical Travelers Insurance coverage because Advocate understands the needs of "successful" Scarsdale customers that is false. They don't offer a better price until customers say they want to leave Advocate! Stay far away imho! Too late smart. Could have saved thousands. Garbage! Stay away. Use Farmers or Allstate. Save money!

Everything went well! Cassandra helped me increase my poor credit score, and I was finally able to…read morebuy a new car thanks to her. Thank you so much!

I use to go to HR block but they wanted 350 for a return. I figured if I spend that much I should…read morego to a cpa. So I looked for one that could help and I was referred to Lavin & Associates. Not only did I receive a larger refund they went back and looked at the prior 2 years. They found me an additional $1300 from errors previously made. Now they are the only company I trust. A CPA is worth the investment. Thank you Lavin and Associates.

Helped me get the best return possible. Thoroughly explained the entire process during the…read moreconsultation then gave me a few ideas about investments. This will be my third return with them and I can't picture anyone else handling my future.

John Ryan has been in the credit card business with the same company for over 17 years. He is the…read moreconsummate professional with extensive knowledge of this arcane business service, including its often confusing tech side. Highly recommend John whether you're looking for processing in your retail business or looking for a portable app/tool for on the road credit card processing.

We needed home owners insurance but weren't sure where to start. I reached out to William for a…read moreconsultation and he made the entire process quick and easy. What sets him apart from other agents and his company from other agencies is that they're professional but also personable. William took the time to listen and understand our concerns in order to help us find the right coverage. He walked us through all of our options and even explained the technicality behind certain insurance policies. We were offered a comprehensive selection of plans and were able to select an affordable, personalized one that suit our needs. William was also never pushy about a product either. He was always honest about his suggestions and actually explained the differences in quality between policies with regards to his work/experience with the companies. What I also found extremely helpful was that he gives a presentation explaining the insurance process, terms of coverage, and compares your existing quotes with his recommended insurance plan. The best part is, he is reliable and responds to everything in a timely manner. William also made himself available when we had a last minute, urgent request and got everything to us quick. I highly recommend his services.

It might be odd to write a review about a insurance agent but we've had such exceptional service…read morewith Riskblock. Liam Dai worked on my account for the past three years and he's always been responsive and knowledgeable. He bent over backwards to get us great rates (we got auto, umbrella, homeowners and there's different ways to combine it with the same/different carriers to get the coverage we wanted). He's positively without a doubt, the best insurance agent we've ever worked with!

A great place to find houses apt vacancies and to do your taxes. Family owned business. They are…read moreknowledgeable and honest. Try them out you won't be disappointed.

I cannot recommend highly enough Happy Singh and OneLife Brokerage. I am the type of person who…read moreusually just goes with the flow and have had the same Business Insurance for about 7 years. I just let my bills get paid on autopay and did not give my insurance needs a second thought, but after a conversation with a friend where I mentioned my annual premium and the dismay on there face, I decided to shop around and see if I could save some money. I went to a couple of different brokerages and was not impressed at all by the service I was receiving. A lot of these places seemed to be unprofessional and not trustworthy. Just as I was about to bite the bullet and stick with my current insurance situation, a friend of mine recommended OneLife and Happy. OneLife and Happy made sure to go out of there way to take care of everything for me to ensure I had the right coverage at a great price. The process was smooth and efficient. The professionalism shown by Happy ensured that he got my business. I was able to walk away with a 30% annualized premium reduction and better coverage. Please do yourself a favor and see if you can save some money and ensure you are covered by visiting OneLife.