115 verified customer reviews.
These reviews are from verified customers of this business.
Customer names have been suppressed to protect customer privacy.
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Mar 28, 2013
http://www.genbook.com/bookings/slot/reservation/30088127credit counseling
helpful to talk to someone if only to vent frustration. Counselor gave some sound suggestions; seemed caring and concerned. He also offerred his contact information for follow-up which felt supportive.
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Mar 17, 2013
http://www.genbook.com/bookings/slot/reservation/30088127Investing in Precious Metals
I had an excellent session with a knowledgeable advisor. I think the reason it was useful to me is that I limited the discussion to a very specific subject. He not only gave me information, but also provided suggestions for further research. I look forward to attending some of your group sessions.
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Mar 13, 2013
http://www.genbook.com/bookings/slot/reservation/30088127Very understanding and helpful
I found the counselor who worked with me to be very understanding, open and sharing. He provided helpful ideas on how to manage my expenses, deal with taxes, etc. He was really present there and willing to listen and give feedback. Thank you!
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Mar 5, 2013
http://www.genbook.com/bookings/slot/reservation/30088127Extremely Helpful
The advice offered at Financial Literacy Central was extremely helpful. The knowledgeable counselor assisted in finding a balance between managing monthly living expenses, building emergency and retirement savings, and repaying student loan debt. With the plan described I feel confident in the stability of my financial future. Thank you for providing this service.
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Feb 27, 2013
http://www.genbook.com/bookings/slot/reservation/30088127Great Service
I was surprised this service was offered for free. The person who helped me was very kind and understood my needs. He spent longer than the allotted time with me. Although I already knew a lot of what he told me, I'd recommend this to anyone in need of financial advice.
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Feb 22, 2013
http://www.genbook.com/bookings/slot/reservation/30088127Very informative and personal
My adviser was so knowledgeable, honest and was a great listener to my needs and questions. His expertise was priceless. It is a service I personally could not currently afford on my own. I'm very thankful to the SIBL/NYPL
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Feb 11, 2013
http://www.genbook.com/bookings/slot/reservation/30088127Amazing help
Visiting the Financial Literacy Central equipped me with much needed help towards understanding my student loan debts and the best way to repay them. The financial counselor was affable, sympathetic and gave me numerous resources to continue making better financial choices in the future. I am very grateful for this service.
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Feb 8, 2013
http://www.genbook.com/bookings/slot/reservation/30088127Question: How do I start investing?
I really appreciate this service offered by the library and the Financial Planning Association. I'd like to start investing, the little bit of spare change I have each week. But where o where do I begin? So much information out there. Whew! 30 minutes flew by, wasn't enough time for all my questions but definitely got good information that seems pretty balanced and to be pointing me in a solid direction
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Dec 27, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Fin Lit Apptq
Very helpful. Exactly what I was looking for. I needed help deciding how to start an IRA and 401K and got just what I needed..
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Dec 24, 2012
http://www.genbook.com/bookings/slot/reservation/30088127financial advice
Thank you for answer my financial questions in a way I could understand. Thank you for doing what we all should be doing, giving back to our community to make it better, Thank to the Mayor for keeping our libreries available.
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Dec 22, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Excellent service
I highly recommend this service - I brought a long list of things to ask and had all of my questions answered thoroughly; I received very good advice from a wonderful young professional for free. I am very grateful that this excellent financial advising service is provided at us at no cost. I plan on using it again and recommending it to others! Thank you!
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Nov 17, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Free Financial Advice
I was extremely pleased with the free session I had with Theodore Woods of Wells Fargo Advisors. He went above and beyond what I expected and took more of his time than was expected. This is truly a great service to people needing financial guidance. Thank you again Mr. Woods and NYPL for making this service available!
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Nov 16, 2012
http://www.genbook.com/bookings/slot/reservation/30088127investment advice
The counselors are from professional companies! They are so patient. You can bring bank or investment statement. They can review and give advice. Thank you very much!
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Oct 24, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Very Helpful
30 minutes is a short time, so come prepared with one or two questions like I did and you will not be disappointed!
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Oct 18, 2012
http://www.genbook.com/bookings/slot/reservation/30088127retirement
I was very disappointed. I did not learn anything new from the meeting. He's not knowledgeable on the retirement topic.
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Sep 17, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Good advice with explainations
I appreciate the advice. Makes sense. Come prepared with questions. I think I'll make an appointment to go again.
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Sep 16, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Professional and Helpful
The financial consultant was extremely polite, friendly, responsive to my specific situation. He gave general, realistic advice. I appreciate this service.
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Sep 15, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Review of financial instruments to manage assets.
Broad, informative coverage of topic. Helpful and personable in explaining instruments. Valuable asset to community.
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Aug 14, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Investment Advice
This is a great service to the community. The counselor was personable, knowledage and gave good advice. The information he gave was invaluable. My retirement planning got a good start. It's good to know this counseling service is accessible at our neighborhood library! I have already recommended this service to several friends. Thank you!
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Aug 13, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Investment Advice
Not bad - though too short of time session to discuss further - need to have at least 1 hour to get the best advice possible.
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Aug 11, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Great!
No judgment and no pressure; just professional advice and guidance in a welcoming, comfortable environment.
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Aug 8, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Helpful guildelines
I received good suggestions on how to generally understand and plan finances. The adviser was very clear, patient, and attentive. Thank you NYPL for this wonderful service!
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Aug 1, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Great and realistic advice
Great budgeting advice about realistic goals and expectations. Had some misguided notions about money. Will comeback!
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Jul 16, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Retirement Advice
I met with my advisor. He explained what options were available for me. I really appreciate his help.
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Jul 14, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Disappointed
This is a great service when done right, but I don't think I got the best results from my session with Eugene, though he tried to help. I was unhappy signing the Letter of Engagement without having time to read it. Could you include a copy with the email confirming the appointment? I suggest making sessions an hour; a 1/2-hour is too short. Maybe I needed someone more experienced. I'm not sure I got appropriate advice for my main issue. Still, thank you for providing this opportunity.
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May 4, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Investment advice
Thanks for providing this service to the community. It makes me appreciate my membership even more.
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Apr 28, 2012
http://www.genbook.com/bookings/slot/reservation/30088127On the right track
This is a fantastic service offered to New Yorkers and the information I received during the meeting was priceless. My advisor was happy to help, answered all of my questions and reassured me that I had taken the correct steps in planning for my retirement. I will recommend this to everyone I know!!
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Apr 17, 2012
http://www.genbook.com/bookings/slot/reservation/30088127exelent
The counsellor was so kind enough to make time even before the schedule so that I could ask all the questions. This time I brought some academic and complicated issues and I left without any unsloved problem. As a foreigner I speak like a 5 years old but he was a good listner. He did his best to understand my questions and make his point as clear as possible so I can get a grip on the issues.
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Apr 11, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Financial Advisor at NYPL
I met with Stephen Poppel, CFA for advise on better understanding financial planning-investing. He was patience and detail, i am grateful for his easy to follow of investing. thank you
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Apr 5, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Great Career/Financial Advice
My meeting was great! Not only did I receive enlightening financial advice, I was able to ask questions about starting a career in financial advising. I will definitely use this service again.
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Feb 21, 2012
http://www.genbook.com/bookings/slot/reservation/30088127financial 911
I'm very impressed by the counsellor's swift response to my reservation, telling me what to bring for the meeting. And he spend much more than the alloted time. I am able to find some head in my financial ball of threads
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Feb 19, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Financial Advisor at NYPL
What a great public benefit! Overwhelmed by the financial information available online and in print, I was desperately seeking some sound financial advice within my very limited budget and found it in the friendly and knowledgeable volunteer I met with from the Financial Planning Association. Thank you FPA and NYPL! Now I can straighten out my retirement investments and build my credit.
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Feb 15, 2012
http://www.genbook.com/bookings/slot/reservation/30088127helpful!
My husband and I met with Stephen Poppel, CFA, and learned quite a bit about steps we should take to secure our financial future. We found him to be very helpful and he gave us a number of ideas we had not thought of. Highly recommended!
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Jan 28, 2012
http://www.genbook.com/bookings/slot/reservation/30088127Financial Advisor SIBL/NYPL
Great Service! The advisor I met with was very patient with my questions. Answered in details and explanations i can understand. I was very helpful to get advice and opinion from someone who is not in the interests of selling you financial products.
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Jan 22, 2012
http://www.genbook.com/bookings/slot/reservation/30088127a rare find in NY
I happened upon the online notice of free financial planning sessions and figured that since I was in need of information, this would be a good idea. The consultant I met with was knowledgeable, helpful and gave me information that I am definitely going to use. He heard where I was coming from and made valuable suggestions, asked poignant questions, and opened my eyes to concerns, This is truly a rare and welcome service in our community.
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Dec 21, 2011
http://www.genbook.com/bookings/slot/reservation/30088127A good start
The information provided by the financial adviser helped me to take the first step into managing my finances. Thank you NYPL for providing this service and thanks to the financial adviser!
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Dec 9, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Opportunity to Review Financial Status
I appreciate the chance to have a professional listen and validate or challenge my own vision of my financial situation. That is exactly what Mr. Cooper did. Thank you.
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Dec 8, 2011
http://www.genbook.com/bookings/slot/reservation/30088127FINANCIAL ADVISOR at NYPL
My experience with S P was excellent. He gave me ample time, printed handout regarding my concern, on the spot written examples, i.e., graph, chart, ratio, of investment and retirement principles. He was warm, friendly, communicated clearly and concisely. S provided a basic education within 1/2 hour. It was clear he had my best interests in mind. Thanks S
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Nov 30, 2011
http://www.genbook.com/bookings/slot/reservation/30088127very helpful
Great. Thanks. It was very helpful. Mr. Wood was very professional and I felt much better after I talked to him. He spend extra time and gave me very good advise.
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Nov 28, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Great advice
The advisor I spoke to (Ted) was very knowledgeable and on-target. He understood exactly what I needed to know. I can't speak highly enough of him-and the voluntary service he provided.
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Nov 20, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Very Pleased
Financial advisor took the time to listen to our concerns, review our documents, and provide meaningful, actionable, and sincere feedback...very professional; informative given the time allotment; advisor did not seem to have a hidden agenda and came across as genuine
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Nov 20, 2011
http://www.genbook.com/bookings/slot/reservation/30088127positive experience
I enjoyed speaking with Mr. Wood about retirement planning. He really listened to all my questions and came up with intelligent, creative ways to make the most of my financial situation.
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Nov 6, 2011
http://www.genbook.com/bookings/slot/reservation/30088127More people should take advantage of this service
Having an opportunity to discuss my plans and concerns with an experienced financial planner was very helpful and stress relieving. He answered all my questions in a no-pressure, non-judgemental way. I hope this program continues.
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Oct 29, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Interview with volunteer financial advisor from Wells Fargo
Very knowledgeable and I came away with three pieces of information I did not have before as well as other viewpoints to my subject. of inquiry. The printed handout given me was useful though the lightness of ink made it difficult to read. He offered a followup meeting should I need to ask further questions. He said he would send me further information on a topic I specified I wanted information about.
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Oct 16, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Good advice
I came in expecting one thing and was assured I am on the right track. They gave me advice, ideas of how to implement my plan, ways to follow through and seek more advice from the service. I am glad I came in and would recommend this service to others
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Oct 15, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Help Received to Put Me on the Right Track
I found the financial advisor patient and easy to speak to. My questions were answered simply and thoroughly. I was given guidance about what type of decisions I needed to make for my retirement and how to go about doing so. I look forward to having a future appointment and would definitely tell others about the value of this service.
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Oct 12, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Excellent help and information
I really enjoyed meeting Mr. Poppel and I greatly valued his non-judgmental, open minded approach. He made all the effort to answer my questions thoroughly and sincerely. I hope I'll have a chance to meet him again in the near future as I'm making the first steps to use my savings wisely. I highly recommend his services.
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Oct 10, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Very Helpful and Detailed Assistance
I found the financial planning advice and information offered to be very helpful for my circumstances. Depending on the information that you provide you may find that the financial plan can be geared to your needs. Thank you for offering this financial planning assistance.
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Oct 5, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Financial Consultation
I had a question regarding a specific type of investment. I found S. Poppel to be very knowledgeable about it. He was able to explain it in layman's terms and in detail. I was provided with information to help me make an informed decision about whether or not to proceed with the investment. It was definitely worth the time spent and I appreciate that such a valuable service is being offered at SIBL/NY and free of charge.
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Oct 1, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Excellent
Very good. I like the service a lot. It was useful and gave me ideas on where to invest and how to save. The representative was kind and offered great advice.
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Sep 16, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Quite useful
30 minutes is not enough...I need to see Stephen once more when I come back from trip to help me work out an investment strategy. It's good to know that advisor is not selling a product so that can be a sign he's not after your money to make commission.
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Sep 3, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Valuable information for free
Received very valuable information about how to control my debit and am looking forward to handling my finances with sound advice I received. I am hoping this service continues in order to come in with investment questions for my future.
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Sep 3, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Annuities
Mr. Woods was very helpful in answering my questions. H is advice on how to handle my investment is greatly apreciated. My appoinment was on time. Thank you for sharing your knowledge.
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Aug 20, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Disappointed
We met for less than half the allotted time, or about less than 15 minutes. I had prepared elaborate financial status and brought all my statements. The advisor did not say anything I would not have thought of on my own. I was disappointed.
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Aug 13, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Great
Mr Ted Wood was very helpful! i went in not knowing what to do with my finances and now I have a better picture of what I should be doing to get on track!
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Aug 8, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Financial Literacy Central A Big Help
I met with Stephen M. Poppel on August 3 because I had some questions regarding pre-retirement investment and spending. Mr. Poppel was very helpful; not only did he respond to my specific queries, he opened the discussion in a way that yielded advice re aspects of the subject that I had not entertained. Very helpful.
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Aug 4, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Excellent
I left feeling I had just had a teacher help me gain some crucial knowledge. Stephen comes highly recommended...I got advice about possible investment options to further consider as well as clear answers to all my questions.
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Aug 3, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Not Much
Honestly, I did not learn that much from the session. It was way too general. I did not know what to expect. I am glad I went but I have no reason to go again.
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Aug 2, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Investment consultation
Mr T. Wood is very knowledgeable. He went over my financial plan and gave me valuable ideas about my investments. I would like to consult with him again.
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Jul 18, 2011
http://www.genbook.com/bookings/slot/reservation/30088127BEST
Whenever I meet Ted I learn a lot and get better understanding about financial matters. Getting an insight into the asset market trend is a good bonus. This program is quite helpful and what everyone needs especially at a time when economy is slowing and uncertainty is growing higher. I'm a big fan of it. "SUE ME"
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Jun 24, 2011
http://www.genbook.com/bookings/slot/reservation/30088127A very good experience
The financial advisor I spoke with helped me tremendously. He was knowledgeable and and supportive. He empowered me to solve the problem I had arrive with. And he was a kind and intelligent person.
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Jun 22, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Great info!
Great information and helpful service. You really can't beat the price either. Steve helped lay out the terms so it was easy to understand and gave the potential risk/ investment for each. I felt much more informed coming out of it. I will be coming back!
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Jun 14, 2011
http://www.genbook.com/bookings/slot/reservation/30088127You'd be nuts not to do it
I got several good, unbiased pieces of advice from the financial adviser. He offered to provide follow-up advice if I wished. Everyone should take advantage of this extraordinary offer of professional, free financial advice.
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May 18, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Thanks for the help
Excellent! Help me develop a trend to hold myself accountable. Would recommend everyone take advantage of this free program------------------------------------------------------
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May 15, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Helpful
I'm glad my volunteer has worked in the field for many years, though it does create an incentive for her to sell her services. Overall, it was extremely educational and geared to my needs.
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Apr 18, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Financial Literacy Central Financial Advisor
Highly recommend making an appointment at the Financial Literacy Central SIBL/NYPL for a Financial Advisor meeting. Bill provided great advice on retirement savings and current situation.
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Apr 13, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Positive Experience
I found the adviser very patient with my questions and informative with his suggestions. We covered several financial topics within the allotted time. Would definitely seek the same adviser again.
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Apr 11, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Financial Literacy Review
Eugene was excellent! Very knowledgable and informative. Very helpful. GPlease have him come back again. Thanks!ave a lot of info about 401k, credit cards and Roth IRAs.
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Apr 11, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Superb advice
Ted outlined possible options and the risks of each, along with some examples. I went in with some ideas of my possible courses of action and Ted helped me tease out the details. This is an excellent pro-bono service that I will likely use again in the future when confronted with financial questions.
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Apr 10, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Excellent!
Eugene S. was very knowledgeable, helpful, and personable. He reviewed our savings and retirement goals and gave us sound advice. He also looked through our portfolio allocation and gave us very solid advice for how to simplify our portfolio and avoid large fees. My husband and I will definitely be using this service again.
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Apr 6, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Three Seminars in One Day, Yes !
At 12:00 I had an appointment with Mr. Poppel, who went over my specific questions with understanding and helpful feedback. Then I saw on the calendar for that same day two more seminars which I attended. Both very enlightening. What a good day!
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Mar 25, 2011
http://www.genbook.com/bookings/slot/reservation/30088127The financial "professional" didn't call or show up, he wasted my time.
I prepared myself for the meeting, and took the time to print my financial paperwork to discuss. I traveled to manhattan from queens, and the financial counselor didn't show up or call to notify the library staff of a problem. I was very disappointed and aggravated. Several hours of my day I could have been doing something productive. Then I had to make a new appointment four weeks later. I should have been squeezed into a sooner appointment date.
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Mar 21, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Five-star review
Mr. Wood was very generous with his time and knowledge. I feel that I have a great resource to access in the future as I try to clarify the complicated issues of personal finance.
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Mar 20, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Meeting with Teddy Wood
Ted gave me clear insight as to what course of action to take, after having reviewed our financial statements. We will be holding a follow-up session in April.
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Mar 12, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Consumer has to steer the conversation
FLC is a great resource, no doubt about it. Having met a CFA was a good experience; I received some good advice but it is necessary to be prepared for this meeting. You should know what you want to talk about and steer the conversation to stick on your topic of interest. During my meeting, it was clear that my advisor wanted to stick to the basics and not delve into the topic of my need. I did however, get a good amount of information for a free service.
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Mar 8, 2011
http://www.genbook.com/bookings/slot/reservation/30088127The Man's All Right
The consultant I saw was very nice, knows his subject and was willing to listen to my unique situation. He answered the one basic question I was concerned with and I left the meeting feeling more certain about what to do.
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Mar 2, 2011
http://www.genbook.com/bookings/slot/reservation/30088127This service is a real treasure.
Mr. Popple packed a lot of information specific to my situation innto a short space of time. And he didn't have any previous kowledge of me or my situation. He made me feel at ease enough to talk about my personal finances which is not easy to do.
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Feb 22, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Good advice
I found the meeting very useful and informative . Does not hold back any info . Very good answers for specific questions !! The best financial and career advice I have recieved in a while :)
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Jan 29, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Very good
He was very good, informative and personable! I liked it a lot and I am currently recommending this to everyone who need financial advice; it's good to hear from an expert. Definitely worth it!
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Jan 24, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Retirement account advice
My counselor was very friendly and made me feel comfortable. He gave simple, good advice including which accounts had tax advantages, where to open an account, where to read more about investing, and some basic info on age-related investment distribution between stocks and bonds. Also, I would not have known that I can make a 2010 contribution by April 15 2011 if I hadn't had this meeting, so now I have a goal to work toward and am aware of the deadline. This helped get me started!
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Jan 22, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Guidance in good direction
My last meeting with Ted was another step closer to my financial establishment. His advice gave me better understanding & guidance of the credit world & how it can affect each individual financially. It was a pleasure to take advantage of this free service only in the city of New York ladies & gentlemen. Thanks again to the NYPL Financial Literacy Center
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Jan 21, 2011
http://www.genbook.com/bookings/slot/reservation/30088127Very helpful
It was very reassuring to meet with a knowledgeable and patient financial counselor to go over my retirement investment options. I received quick and sound advice that I can apply very easily
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Dec 19, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Wonderful service
The counselor did an excellent job of answering my questions. I appreciated his down-to-earth approach and the way he put trends into perspective. I highly recommend this program.
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Dec 19, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Planning Ahead
Knowledgeable advisors are always a great asset. When your able to get free advise from knowledgeable and experienced advisors, well, I would say, " you have an ace in the hole". Thanks SIBL/NYPL and everyone responsible, especially the advisors.
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Dec 9, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Reassurance
It was good to have someone hear what I'm thinking financially and to be reassured that I'm on the right track. He was patient and gave some good advice.
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Dec 8, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Great help...
...by knowledgeable counselor. I felt comfortable asking any questions and answers were always respectfully replied to with a genuine sense concern and interest. I left with a lot of incentive to learn more about what I could do with my financial situation.
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Dec 6, 2010
http://www.genbook.com/bookings/slot/reservation/30088127excellent
I definitely got a useful and knowledgeable answers from Mr. Wood. He is dedicated to the counselling and has an insight into the financial market. From the counsellig, I got to have better understanding of what's going on in the market. I appreciate it.
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Dec 2, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Very helpful
He gave me a clear blueprint for ways of planning for a secure financial future. I highly recommend taking advantage of this service offered by NYPL.
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Nov 26, 2010
http://www.genbook.com/bookings/slot/reservation/30088127I needed advice
on a question that I had had for a long time. I received a knowledgeable answer - for free. I am so grateful for this service. The planner took the time to explain things to me and was very patient. Thank you.
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Nov 21, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Useful input
It was a short meeting, but gave me a good overview of what I should be thinking about when planning my finances for the future. A free resource from the NYPL that everyone should take advantage of.
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Nov 17, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Very informative
Meeting was very informative and helpful! Answered all my questions and gave me lots of helpful information about investing and saving. Happy that such services exist for free. I will be coming back
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Nov 10, 2010
http://www.genbook.com/bookings/slot/reservation/30088127A Very Good Start
How nice, and amazingly unexpected, to find that a service I had been looking for, and expecting to pay for, was available, free of charge, at SIBL. Mr Supper was very helpful, the conversation we started I look forward to continuing, and all in all - I think we're tremendously lucky to have such valuable opportunities provided right here in our NYPL branch. Thanks so much to the Financial Planners' Association, the NYPL, and everybody who helps make this service available. I will be back.
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Nov 6, 2010
http://www.genbook.com/bookings/slot/reservation/30088127more than good
It was very helpful. I learned a lot. Defenately I want to have more chace to involve it. Thanks for Mr. Wood and I hope to share point f views concerning what's going on in the financial market next time.
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Oct 22, 2010
http://www.genbook.com/bookings/slot/reservation/30088127very helpful in answering the questions i had
I had many basic questions about what to do with money saving--i.e. 401K vs. IRA vs. stock etc.--and they were all answered in a precise and understandable way. Very friendly and helpful in getting my ducks in a row. thanks!
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Oct 20, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Meeting with Financial Professional
As a senior who has had disappointing previous experience with other pro bono financial advisory offers, I found the person I spoke with at SIBL recently sympathetic to my concerns and well-prepared to respond to my questions (purposely tailored to fit the half hour allowed).
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Oct 16, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Financial Advisor
The advisor was really helpful and addressed my concerns. I am glad SIBL provide this pro bono service. I wish I had more time to ask more questions. Thank you
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Oct 16, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Financial Advisor
The advisor provided well-informed and valuable knowledge. The advisor was able to answer questions and understood the goals I have for the future. I was also impressed by the amount of information that is available at the literacy central. Thank you
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Oct 15, 2010
http://www.genbook.com/bookings/slot/reservation/30088127waste of time
The advisor spent my session pushing his firm's services. Even after I firmly told him that I was unwilling to pay their fees he continued his pitch. I kept trying to steer the conversation back to an examination of my financial status but he avoided that and returned to his attempt to sell me on his company. This was especially annoying because I never expressed interest in having any firm control my money. I wish I could rate this with no stars because it was a complete waste of my time.
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Oct 15, 2010
http://www.genbook.com/bookings/slot/reservation/30088127FINANCIAL ADVISOR / FINANCIAL LITERACY
I'm impressed that a pro bono advisor is offered by SIBL/NYPL. A half hour is pretty tight but still worthwhile. I'm also impressed by the wealth of information and opportunities to learn from experts in the field, and other programs in support of financial literacy. Thank you SIBL/NYPL!
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Oct 15, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Not enough time...
I think it's a tremendous service: however, it's not enough time to really accomplish much. Ultimately, I left feeling like the counselor was (gently) trying to sell me her financial services. In fairness, my questions were pretty general and this might have more value for those with specific questions. I think I will stick to the evening classes until i learn more.
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Oct 9, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Financial Advisor SIBL/NYPL
What a terrific opportunity to sit across from an experienced finance person and talk about your numbers free of charge and sans pitch. The advice was appreciated, the advisor's interest seemed genuine and professional, and the offer of a follow up - encouraging. Thank you, FLC!
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Oct 1, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Non-IVY league NGO working individual beware.
She was alright but a bit judgmental. She asked where I went to school and when I said a non-Ivy league school she responded with an "oh". When I told her how much I made and that I worked for an NGO, she again did not seem impressed and actually told me to get a "better" job in the future. She was well meaning, but very condescending.
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Sep 30, 2010
http://www.genbook.com/bookings/slot/reservation/30088127FINANCIAL ADVISOR AT NY BUSINESS PUBLIC LIBRARY
VERY GOOD EFFORT FROM THE LIBRARY. KUDOS FOR PROVIDING COMPREHENSIVE FINANCIAL RESOURCES TO ALL. EXCELLENT TIMING. ADVISOR WAS EXPERIENCED AND DID NOT MAKE ANY PITCHES; JUST LISTENED, ASKED QUESTIONS AND SUGGESTED A FOLLOW UP MEETING TO PROVIDE A MORE COMPREHENSIVE VIEW. VERY PROFESSIONAL.
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Sep 24, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Terribly disappointed
I was on time on Thu 09/23/10 - 6:30pm at room 52. I came all the way from White Plains - Westchester and there was no one there. I could have been contacted by phone if something unexpected came up but no one did.
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Sep 17, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Very Happy With Consult
I met with Theodore Wood "Ted" of Weels Fargo Advisors, and was very happy with the consult. Although I am new to investing, and have ignored this important fact of life, I was treated with respect. He made recommendations of how I could invest from an upcoming income given my age and needs. Eager to learn more!
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Sep 13, 2010
http://www.genbook.com/bookings/slot/reservation/30088127It was an educational and pleasant experience
Hi FLC employee. During consultation with your financial adviser I got a lot of helpfull and most importanly customised for me information I needed. I am an accountant with lisense and BS in accounting . I was surprised by a good advises I got. Thank you. I will visit a carrer adviser as weel. Olga
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Aug 23, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Thanks NYPL)))
Ted from Wells Fargo steered me in the right direction. His expertise were creditable and he was very personable. I took notes and we certainly hit it off. Thanks!
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Aug 9, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Sensible, free advice
The session was thorough and easy to understand. I felt as though I got a general idea of what direction I should be headed in, which for a free session, was all I wanted. A very great service to the community, I highly reccomend it. (And told friends as much.)
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Jul 19, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Free Financial Advisor Review
I went to one of these sessions two weeks ago and still have not received and follow up information from the advisor. The advisor was ill-prepared and did not say much of anything and did not fully elaborate on his background outside of the number of years in the industry. Would be more helpful if the FLC offered bios on these advisors before you waste time to sit and meet with them.
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Jul 17, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Good Start for Financial Planning
In a very brief time the financial counselor was able to point out what I needed to do to improve my retirement planning and to provide a list of places to look for more information and assistance. It was certainly good to talk to someone without a product to sell.
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Jul 10, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Financial Insight
My experience with a financial advisor (Ted Wood) was an overall confident approach towards financial situations. Ted explained how I should manage my credit , the benefits I can recieve and how I should be cautious. I'm thankful that the Financial Literacy Central and Ted can provide New Yorkers with such service. I definately want to attend more courses in the future for more knowledge.
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Jul 9, 2010
http://www.genbook.com/bookings/slot/reservation/30088127review
I had several questions and doubts about some financial transactions I made regarding my retirement planning. Paul Palazzo answered my questions and made suggestions for what I could do. He was knowledgeable (and when he wasn't sure of something, he made a phone call to find out), nonjudgemental, and patient, and he explained things clearly. This is a great service for people who don't understand the murky world of finance and financial planning.
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Jul 1, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Not geared for someone with their finances in order
I didn't have any debt and I have enough savings so it was difficult for my financial advisor to recommend me anything besides what I knew already. The main thing I took away was to keep at what I was doing and to tweak my 401(k) a little bit.
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Jun 28, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Great Job
The Resume Renovation class taught by John Crant last week was very informative and helpful. I learned what I am doing wrong and what to do to improve. Overall an excellent experience and I plan on attending more classes like this one.
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Jun 16, 2010
http://www.genbook.com/bookings/slot/reservation/30088127Jeff
I found the advice that Jeff gave to be reassuring and informative. This was a very good meeting and I thank both Jeff, his organization and the SIBL/NYPL for making these meetings available. It was the first time I met with a financial planner.
Business Information
| Hours |
Tue12:00pm - 2:00pm Thu5:00pm - 7:00pm Fri11:30am - 2:30pm Sat11:30am - 2:00pm |
|---|---|
| Phone | (646) 820-7425 |
| Location | Get directions |
| Website | Company website |
