Keywords: Financial aimee l qualiana wilmington advisors @ mt ny

Aimee L. Qualiana - Wilmington Advisors @ M&T - Lockport (NY)

Address: 🏡 5737 S Transit Rd, Lockport, NY 14094, USA
Website: https://www3.mtb.com
Phone : +1 (716) 298-2713
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJz6DvQLFp04kRh68_-Z8cldM
#New York

Albany Financial Group - Albany

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ‘selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris
5 /5

Zapp Accounting & Tax Service - Lockport

Sherri Downey I would recommend him to everyone
5 /5

Shannon Woolery: Primerica - Financial Services - White Plains

Sasha Bowden My agent Mrs. Diedrick-Smith, was helpful in assisting me with choosing a coverage that was with in my means and needs. She explained everything throughly until I understood every aspect of the coverage I was getting. Know I sleep better at nights knowing that me and my children are covered in case anything happens. Book an appointment with her you won’t regret it.
5 /5

Cornerstone Capital of NY - Brooklyn

Primo Sabotic I want to express my gratitude to Cornerstone Capital for the outstanding service they provided during my loan process. Especially, Sean and Cristina are highly skilled in what they do. Their professionalism and attention to detail were commendable. Thank you so much for your help and hoping to work with you in the future.
5 /5

By the Numbers, LLC - Durhamville

Jason Bacon Very punctual, very polite, and professional. Prepared and completed our taxes in a timely manner look forward to doing business with them again.
5 /5