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Peter is a great insurance agent. He is my auto insurance agent now that I am living in Port Jefferson. When I first moved to this new address this year, I asked him to switch my current insurance rate to the new one (shorter distance to work now). He said he was not sure if he could do that, but got back to me and figured out a way to lower my insurance. Additionally, he got me all the discounts that I was eligible for. Finally, I needed help with renter's insurance, and even though that was not his specialty, he still was able to assist me by finding someone who could help. I highly recommend Peter!
For our loan to finance a condo we were recently looking at in Port Jefferson, we turned to the Chase mortgage banker Susan R. Mickel. She was excellent, giving us many options with financing breakdowns and charts. She spent over 2 hours with us at the bank on a Saturday (granted that this is her job) trying to help us understand the pros and cons of our decisions. I do not believe any other loan officer had done that previously. I would highly recommend Susan if you are looking for a new place and do not know what your options are. I believe she has other specialties as well.
Heather was a great help when I was asking around about a mortgage loan to start my house purchase in Lake Grove. I had worked with other mortgage bankers in Long Island (I bank with Chase bank), but none were as helpful as heather. She broke down a payment plan for my mortgage based on how much I qualified for and how much the house was. She also was able to lock me into a great fixed rate that I am still to this day very satisfied about. I would recommend if you are looking at a house in the Lake Grove area of Long Island to go to the Chase on 347 across from the John Harvard's plaza and ask for Heather. She will help you out and try to get you the best rate possible based on the market. She will also clarify things that are little difficult for you if you are not that financially aware.
Mark was very helpful when I moved to Port Jefferson Station, NY from California. I had used Allstate insurance before, but my policy did not transfer to the new state. Mark was able to set me up with insurance the day I bought my new car in New York so that I would be able to drive it off the lot right away. Additionally, Mark was able to get me all the discounts that I was eligible for, from Good Student to the Defensive Driving Discount (which he told me I could do). If you are looking for an insurance agent that meets your need in Port Jefferson Station or surrounding areas in NY, then Mark is your man.
Grey was extremely helpful in securing the loan for my new house upon moving here to Setauket, NY from California. We sat down with Greg to discuss our options, how much we would qualify for, and what would be our total mortgage. He also helped us create a payment plan that was broken up over 20 years. The whole time he was very helpful and concerned; I could tell he really wanted the best for us. I believe he is fluent in Spanish as well (for those whose native language is Spanish). If you are looking for a great loan officer then Greg is the only choice!
I opened a savings account at Long Island Federal Credit Union. The main reason why I did this was because this was another local option outside of Bethpage and Teacher's Federal. I quickly realized that this was a good choice because they were helpful in all aspects, like when I asked them about opening up a traditional IRA. The only reason why I did not also open a checking account with Long Island FCU was because when I went to talk to them, they told me that there would be a small fee associated with each ATM transaction. I have yet to use other services but I am thinking about opening up the traditional IRA, and they said they would have specialized consultants manage my portfolio. If you are looking for a good FCU and do not mind paying small fees for some perks (such as online access and checking transitions) then this FCU is the one to go to. Otherwise, you can stick to other normal banks such as Chase or BofA.
I opened an account at Bethpage Federal Credit Union last year after moving to my new place in Long Island. My landlord needed me to transfer rent and it was only through Bethpage so I was forced to open this account. I was reluctant at first, but I quickly realized that this credit union actually cared about customers. One time I accidentally transferred rent to the wrong account (my landlord wrote the number incorrectly). I went to the credit union the next day and they quickly reversed the transfer and I did not lose any money. It was a lot of paperwork and time but I could not have asked for a more positive experience. It is important to note that this is at the Port Jefferson Station branch (as I do not know if the quality of this customer service applies to any other branches). My only qualm with Bethpage Federal Credit Union is that there are not a lot of locations as opposed to other banks or even another credit union such as TFCU. Other than that, this is a great credit union to have.
Prior to moving to Long Island, NY, I had never heard of TFCU (Teachers Federal Credit Union). However, everyone at the workplace recommended using this credit union, since at the time, I had no car to access my other banks. Upon signing up for the 5-year CD, the financial planner told me that they had a promotion going on for 1.85% APY (I do not know how much it is now). He even broke the numbers down for me and helped me sign up. The best part of everything was that I did not have the leave the building as we have a TFCU branch on the first floor of our workplace. He also tried to get me to sign up for a Traditional IRA and when I told him I did not have the time to manage any mutual funds, he said the bank takes care of it and told me how they would invest. Though this whole application process took about 2 hours, I left feeling more well-versed in investments and confidence in TFCU. If you do not have a credit union and want excellent service, then TFCU is for you.