Community Financial & Retire

STEPHEN HOLTON 

on Google

3 years ago

Between my parents and my self, my family has had an excellent relationship with Bruce for over 20+ years. Always professional and always responsive I trust Bruce with my retirement investments. 

Elizabeth Monteiro 

on Google

3 years ago

I am reviewing on behalf of my grandmother, but she wanted her experience to be known. Back in the mid 90s, she lost her husband and was suddenly in this scary and confusing world of trying to manage multiple finances alone. She found some small bonds that her aunt had purchased her which lead her to another financial company where she met Dan. Dan was on the verge of starting his own business and with the comfort and safety she felt in speaking to him, she decided to go with him. Dan and Community Financial has been her fin... read more

Roger Bohn 

on Google

3 years ago

We have had accounts with Community for about 15 years and Bruce and Lynn have taken good care of our investments. We are happy to write a positive review for them. 

Carlo Montesa 

on Google

3 years ago

Community Financial for me was Dan Olcott himself because the relationship that one forms at Community is much more than expert and trustworthy financial advise. You’ll have a lifelong friend in Danny. 

Steve Boccia 

on Google

3 years ago

Community Financial has been professional and responsive from the first phone call and office visit, Bruce has spent time reviewing our current investment situation and status and discussed investment options in detail that would better fit our needs moving forward and retirement. Thank you Bruce and Community Financial