Farmington, CT Financial Services

Declans knowledge and expertise has guided me in the right direction for planning my retirement.

Heading north on 91 a long ways from home and my trailer rim decided to ship out due to lose lugs breaking the lugs off on its way out. Had a hell of a day trying to find ... more

I had some investment questions after a big life change and needed investment help/advice. I worked with Charles Lee, he was a referral from a friend that he also worked ... more

Recommend.

Have had a professional relationship with this firm dating back to the 90s. World class from top to bottom. Always there for us and now there investing and taking care of ... more

Jody was cortial and attentive to my needs. Great customer service

Had a great experience working with Michael Mickiewicz. I came in because I was confused on how my 3 accounts were working but he helped me troubleshoot and quickly solve ... more

They are rude and lied to me. I could never trust my hard earned money at M and T Bank!!! You just lost 2 customers!

Charles Lee is an absolute treasure when it comes to financial advising. He goes above and beyond to help his clients, neighbors, and friends alike. Whenever I have a que ... more

Greg was a total professional, even while helping me deal with the ups and downs of starting a small business for the first time. He took the time to help me understand w ... more

There is no ATM at all.

Jason has been my financial advisor for almost a decade and an outstanding source of guidance as I've transitioned from investing for myself to planning for my family. Th ... more

Works when you need it.

Its not a wells fargo...no bank or atm here.

They helped me set up my bank account, were super super nice to me, and dissolved any confusion I had about my account!! Amazing customer service and a great bank!!

Not sure they offer any special services _ just a boa branch.