Sonia is the best of the best! I recently booked a consultation with her to discuss filing taxes…read morefor my new business. She answered every single one of my questions and ensured I left our meeting without confusion on my next steps. She is also the sweetest person and makes sure your taxes are taken care of without problems. Not only is she knowledgeable in filing/taxes, but she also helped me register my little business as an LLC. I honestly couldn't have done it without her dumbing it down for me. I highly recommend booking with Sonia. You'll get 10/10 service while supporting an amazing, small, woman-founded business.

From the owner: A small tax firm that specializes in personal and small business taxes…read more Sonia is a 1st Generation Latinx Tax Professional, a community builder, and a dedicated teacher of financial literacy. She is dedicated to helping BIPOC entrepreneurs gain financial confidence and minimize taxes so that they keep more of their hard-earned money and learn how to invest back into their business or the financial portfolio.

We're so grateful to have had the opportunity to work with Jack Watson. He's very warm and friendly…read moreyet also extremely knowledgeable in his field. We had a A++ experience. If you're looking for someone to trust with your personal and/or business financial portfolios like we were, look no further- Jacks your guy.

From the owner: Our mission is to build lasting, connected relationships with our clients and their families by…read morehelping them build and manage wealth for themselves and future generations.

Never returned my call after five days. Program asks for more letters - but with no conversatiom...read more

From the owner: Massey Financial Services has the necessary tools to guide you through every step of the financial…read moreinvestment process. We take into account your income, assets, liabilities, current portfolio, risk tolerance, and investment time horizon to help you define specific financial goals. We take the time needed to review your financial situation and future desires in depth and review our recommended suggestions with you. Our office offers flexible account options and is a fee only, no commission-based office with low or no transaction costs. We also help with the paperwork that often accompanies investing, access and evaluate up-to-the-minute market data, research reports, and stay on top of other economic and financial information that could impact your investments. Massey Financial Service is affiliated with Sovereign Financial Group, a registered investment advisor with offices in Stamford and Westport, CT and New York, NY. As an independent, family owned practice, Sovereign Financial Group pride themselves on delivering integrated and unbiased advice for their clients' wealth management needs. It is this independence that assures objective guidance while coordinating financial service needs. Since they are independent with no product to “push”, Sovereign Financial Group is dedicated to finding solutions. In other words . . . working together, we are your advocate.

STAY AWAY.....these young kids don't have any idea what to do with YOUR money. I went in and saw…read moreFlay and told him since I was retired and much older I don't care if I make any money JUST DON"T loose any money. Well looked at my statement today and lost $55,000.00, Don't use Fidelity Investments!!!

Last week Fidelity New Haven made me an appointment with a particular rep for today. I showed up at…read morethe appointed time only to be told that the rep hadn't come in today. They looked for someone else who could see me, but after 20 minutes still couldn't find anyone. This office is an embarrassment--completely unprofessional and incompetent.

Josh and Anthony have called and emailed me over and over again about the 'separation from my last…read morecompany'. I told them I was not interested in their services and my new company offered all of them but they would not stop calling. Finally I spoke to Josh today and told him I was not interested so he tried to sell me on some other product and spoke down to me the entire time. Rude and annoying, not a good combo.

Sabra Donavon is the absolute best! She is effective with discussing retirement issues, dealing…read morewith setting up college funds, etc. Personable, caring and knowledgeable; she has my thumbs up!

I was contacted by these folks, for help with my finances. I'm so glad they reached out ~ they are…read morethorough, kind, and extremely knowledgeable. My experience with financial advisors hasn't been great. I've found them to be condescending and reluctant to go the extra mile for people of more modest means. It's just helpful, and a relief to find someone in this business who treats people with dignity and respect.

Today, I had to take a long drive to this bank location just to realize I didn't have my wallet on…read moreme. However, Natasha Clarke worked her magic and was able to verify me with all of my other details and information. I was able to deposit a large check and I will be back in a few weeks with my wire transfer request. Thank you so much, USAlliance and Natasha!!!

Everyone is so helpful. Very good CD rates. They make it easy and quick to transfer money to and…read morefrom other financial institutions. I am a member of a number of banks and credit unions and USAlliance is at the top of my list. Highly recommend them.

Chris I am not interested in having you look into my account, I am done with connex and have…read morealready opened an account at another establishment that has a higher customer satisfaction rate, and has more than 3 branches that are only open until 5pm everyday so their members can never get access to the branch unless they rush on a lunch break. I am very dissatisfied with the treatment I've received from your bank on multiple times. 1) Your fees for a business checking are unreal-Bank of America offers business accounts with no monthly fees. 2) I tried to apply for a vehicle loan and when I asked for information I was told to fill out an application and they get sent to another company and I'd know in a week or two...you lost out on that because I went through Chase. 3) Multiple calls a day claiming to be Visa Fraud Protection that call at least 5 times a day. 4) I was scammed when you leaked my phone numbers to my account and they got my PIN number...and if you did not leak them then how did they have the number on the account and know I banked at Connex and not Citi Financial or BOA? The account will be closed as soon as my direct deposit is deposited into my new account. I will be telling all friends and family to find a different banking institution than Connex. ALSO, Your staff at the North Haven branch are very unpleasant to deal with. I know you only work in marketing but maybe you can let one of your superiors know of my complaints, I am sure I am not the only one with a negative review.

I would have to say that up until today I was satisfied with the Service from Connex. However…read moreafter the call I recieved about a payment that was never recieved I would have to say that I am pretty unsatisfied with the service with the service.. A little history .. I have been on-time with every payment witth exception of 1 or 2 in the last 4 years and I have never MISSED a payment until now. In order to make up for this payment that was not recieved I offered to make a larger payment in my bill and work the back payment off in about 6 payments. Obiously this is ok .. who is going to say no to sending in more money. I asked if there was something we could do about the late payments. like maybe pay 3 out of the 6 .. a little good faith / cutomer loyalty on their part. The anwser was flat out NO. (The reason for the missed check was non delivery from the post office) So if you are thinking of useing Connex for your loan provider remember one thing .. no matter how well you pay your bills. If you get stuck .. they will not work with you to resolve your situation.