Financial Planners in Staten Island

“I went from struggling to make ends meet as a freelance journalist to owning a home with a swimming pool, and when I'm vacuuming the algae out of that pool, it's Mike I blame for my trouble. His scope of knowledge is vast, his instincts are sharp, and he always has a handful of options tailored to different investment approaches: Whether you want to hedge your bets or take a big swing, he has a plan (with several contingencies) tailored to your goals. I made more money working with Mike than I've ever made doing anything else - the man knows his stuff.“

“We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”“

“After one of John's staff requested that I remove my accounts from Ameriprise, John went above and beyond to stay in contact with me via e-mail and for a time, kept me on the notifications of David Joy's nearly informative daily investment columns. Now I start each morning with newsroom.amerirpise.com to read Mr. Joy. As a result, subsequent to my termination, I have made money on my own. And when I talk the market with my new advisors from TD Ameritrade, they always comment on how knowledgeable I am. I did learn too late from Ameriprise Corporate that I didn't have to take my accounts out after all (could have had them self-directed or switched to another local advisor). Nevertheless, I do thank John Ross for his kindness, respect, and most of all, for introducing me to David Joy.“