Financial Services
Mission Statement
Our firm’s mission is to help our clients achieve success by providing personalized attention and a commitment to service that addresses not only today’s needs but tomorrow’s plans. Our dedication to helping you achieve your financial goals means placing a premium on timeliness, thoroughness and accuracy.
Professional Associations And Memberships
American Institute of Certified Public Accountants; New York State Society of Certified Public Accountants
Client Satisfaction
Our reputation is built upon a foundation of satisfied clients. Our goal is your complete satisfaction, nothing less. Whether we’re preparing financial statements, dealing with the IRS or providing any other financial assistance, we have your best interests in mind.
Citibank
Michael Auerbach Mgr.
Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world’s toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
We protect people’s savings and help them make the purchases – from everyday transactions to buying a home – that improve the quality of their lives. We advise people on how to invest for future needs, such as their children’s education and their own retirement, and help them buy securities such as stocks and bonds.
Flushing Bank
Giuseppe Gallizzi
Giuseppe.Gallizzi@flushingbank.com
HSBC
HSBC aims to be where the growth is, helping businesses to thrive and economies to prosper and enabling people to realise their ambitions.
Manager: Maria M. Perciballi
E-mail: maria.m.ragusa@us.hsbc.com
Jovia Financial Credit Union is one of Long Island’s leading not-for-profit full-service financial institutions that proudly offers its affordable banking services to all Long Islanders. With more than $2.3 billion in assets and over 160,000 members, Jovia Financial Credit Union is headquartered in Westbury, NY and has branches and a shared branch network throughout Nassau and Suffolk Counties. To join Jovia Financial Credit Union, eligible members must live, work, worship, attend school, or regularly conduct business in Nassau and/or Suffolk Counties (excluding the townships of East Hampton, Southampton and Shelter Island).
Monica Callier – Branch manager
Ridgewood Savings Bank
Elizabeth Martinez – Branch Banking Officer
Whether you are looking to save, invest, borrow or anything in between, we offer a wide choice of financial services to meet your every need including Savings and Checking Accounts, Mortgages and Commercial Loans, Retirement Accounts, Equity Loans and Lines of Credit, plus the convenience of Online Banking and Bill Pay, Mobile Banking, Telephone Banking, eStatements, Ridgewood Rewards and much more.
The employees of Ridgewood Savings Bank have been proudly serving our local communities since the bank was founded back in 1921. A lot of things have changed through the years, but one thing has remained the same: our commitment to meeting the needs of our customers and communities.
Ridgewood Savings Bank is a Conventional Mutual Savings Bank. This means that unlike a public institution, Ridgewood does not have stockholders. We operate instead for the benefit of our customers, communities and employees – not Wall Street.
We’re proud of our history as a financial institution. Proud to stand behind our excellent products and services. And proud of our community partnerships. These may seem like little things to big banks, but at Ridgewood we believe “great oaks from little acorns grow”.
Sterling National Bank – Patrick Ugbomah, Vice President Managing Director
The Sterling Experience
For more than a century, Sterling has been a trusted financial ally for businesses and communities in the New York metropolitan area and beyond. We treat our clients as people, not transactions. We start by approaching each relationship as an opportunity to provide outstanding service: truly listening to our clients, understanding what makes them unique, and providing reliable expertise and guidance through a single point of contact.
Our range of both traditional and specialty commercial banking services is second to none, and our customized solutions streamline the financial side of business, helping clients achieve their goals. In addition to a full suite of commercial banking products and services, Sterling brings the same level of care and expertise to our personal banking clients. Every client can count on personalized service, delivering candid perspective and diverse experience.
Whether you’re coming to us for business banking, personal banking, or both, you can bank with ease and confidence at Sterling.
Expect extraordinary.