Moving to 880 Central Park Ave in Scarsdale didn't help this branch's truly lousy customer service…read moreor curb the hostile attitude of their nasty receptionist. Our family has multiple accounts with Schwab (for over 30 years) and we do almost everything online. After experiencing problems uploading documents on the Schwab portal, I decided to go to the branch in person to open a new, time-sensitive account. Although there was no other customer in the place, the hostile, unhelpful receptionist told me that no one there could help me and that I should go online. Great customer service! Within seconds, I located the nearest Fidelity branch on my phone - less than 1/4 mile away. Fidelity was more than happy to open the account on the spot and take my money. Hey Charles Schwab - you just lost a 30+ year customer with numerous accounts - we will be moving all of our accounts to Fidelity.

Worst customer service ever. Called general info number in advance to ask a few questions before I…read morewas going to go to branch office. Asked if appt needed, told no. Confirmed they could handle walk-ins. Next day I visit branch and the very inhospitable receptionist was snotty, hit me with microaggressions and plainly said I could NOT talk with anybody. Two reasons: contrary to previous customer rep on phone, she said I needed an appointment. Then, after spending much time on locating my account (I didn't have acct no) I was informed they only dealt in person with accounts of $1 million or more (I was a Ameritrade customer but became Schwab customer upon latter buying former). I guess it never occurred to the Schwab higher ups that many investors spread their wealth and try not to park huge amounts in one location. I next went to a Fidelity branch office where they had no problem serving walk-ins, was not snobby and not discriminatory. Also no minimum account requirements. I will be transferring my holdings to Fidelity.

Hi, I go to this business annually at tax season. I never wait longer than my appt.time…read more My tax accountant is Rocco Addona. He is an excellent tax advisor and accountant. I know him for many years. I also go to his office during the year for financial assistance. I recommend him to anyone who needs to do their taxes or needs financial assistance. He knows his business and is very nice and patient.Thanks E.M.-Yonkers

From the owner: Tax service, Financial Consultantread more

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.

Representatives are incompetent and impossible to reach them on the phone. They made mistakes and…read moreit is our issue to resolve- but good luck reaching any of them.

So far finding the office staff to be a bit over the line of acceptable corporate grade…read moreincompetence. Details would for some reason feel unnecessarily inflammatory. I'm holding off making a final judgment please share your experiences with this and other branches.

Wow free seminar very informative and financial advisors have great advice and insight. Love this…read morecompany I have been with them since 1997 and my retirement money has grown significantly and still learning thanks to Etrades online learning on investing options. Everyone should have an Etrade account!!

Jake is so awesome and helpful! Really patient and understanding. I appreciate his support always!read more

From the owner: Serving Scarsdale, NY and outlying areas, Anthony Becker and associates of A.T. Becker &…read moreAssociates, Inc. are offering the following services not limited to: Tax Management, Investment Planning, Estate Planning, Retirement Planning and Wealth Preservation.