What Others Say About Us
"perseverance"
"patient and knowledgeable"
"made phone calls"
"worked diligently"
"saved me hours"
Years of Service
Connie has extensive experience managing complex financial, operational, compliance and information processes and projects. She takes an informed and creative approach to problem solving and system design, simplifying seemingly complex issues. This gift for making the complex manageable has left a trail of satisfied customers.
Problem Solving
After refinancing my auto loan, I thought something was wrong with the figures, but I couldn't figure out what. I wasn't getting anywhere with the bank so I called Connie. She reviewed the paperwork and identified the error. She made phone call after phone call until it was resolved. She not only got the error fixed, she negotiated a better rate as well. I believe her perseverance saved me thousands of dollars.
—B. M., Westchester, New York
Assistance
My mother needed Medicaid to pay for home health care services in her home. Connie helped us through the application process and worked diligently with our family during this difficult time. She also made suggestions that helped to make my mother more comfortable. Connie was a wonderful resource. I would recommend her to anyone looking for assistance with insurance matters. She is patient and knowledgeable.
—L. R., Westchester, New York
Red Tape Reduction
I contacted Connie when I was looking to refinance my coop. She shopped around and helped me find an excellent rate. She made the phone calls for me, kept me informed, and when it was all worked out all I had to do was "say yes". I'm using the money I saved on the mortgage loan to pay down my home equity loan.
—D. R., Westchester, New York
Streamlining
When I was confronted with an overly-complicated invoicing system for my work as an independent contractor, CCP Financial set it up for me and did my billing. With the streamlined approach—one that I could finally understand—I saved hours of time and never had difficulty again.
—P. R., Sayville, New York
