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8AM - 7PM
800 Westchester Ave suite n-641, Rye Brook8AM - 6PM
1940 Palmer Ave, Larchmont“I have only known Pat for a short time, but I am proud to say I do. Pat is knowledgeable, dependable , and true to his word. I highly recommend Pat for any financial needs.“
“We've been working with Jon and his team for 25+ years. They are always there for us, have made great financial decisions and steer our portfolio in the right direction. A trustworthy team we love working with.“
“He is very professional and the very best at what he does. His passion, attention to detail, forward thinking and understanding of the tax codes puts me at ease as we enter tax time. He is VERY responsive and always available to answer questions -- no matter what time of year, I highly recommend Adovasio Financial!“
“I am a Greenwich Investment Management client who has experienced strong, steady, positive returns as 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.“
8:30AM - 5:30PM
9 W Broad St, Stamford“I've worked with TJT Capital for over 20 years. Jim Cook & the team have always provided professional, honest & well thought out advise during many type of market conditions. They focus on the fundamentals, avoid typical media hype & have been very helpful in managing my IRA during my accumulation of assets & during distribution of RMDs. I would strongly recommend talking with them if you're looking for a good team to help you manage your assets / IRA / etc. Ernie Kulik“
9AM - 5PM
5 Waller Ave # 305, White Plains“Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.“
““Far and away the best prize that life offers is the chance to work hard at work worth doing.” —Theodore Roosevelt“
9AM - 5PM
50 Main St Apartment 1000, White Plains“After spending long years in New York, I have returned to my home country in Japan but still had to file tax for the previous year. My regular accountant have left the job to focus on her own business and I needed someone who can support me with complexed ( to me ) tax filing. I was introduced to Executive assistant, Ms. Nakamura and she was patient working with me going back and forth for months and connected me with her team. I ended up amending past 6 years of taxes for reporting my foreign income correctly, but I feel much confident and relieved. I recommend Hara Yoshida office to any one looking for an accountant.“
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