Keywords: Financial aio fee only financial advisors ny

AIO Fee Only Financial Advisors - Rochester (NY)

Address: 🏡 140-A Metro Park, Rochester, NY 14623, USA
Phone : +1 (888) 939-1733
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJg3KIW_VL0YkRW8HN5F7B_6w
#New York

Syracuse Wealth Management - Liverpool

America Stores-It LLC We cannot say enough good things about Syracuse Wealth Management and their incredible team. From day one, they’ve gone out of their way to build a personal relationship with us and truly understand our financial needs. They are always there to answer any question, big or small. Ashley is an absolute pleasure to work with—she brings great insight, makes everything easy to understand, and always has our best interests in mind. Gary takes such a clever, straightforward approach to our investments, and we really value his honesty and strategy. And Ron, the tax guy—fantastic! He makes what could be stressful simple and seamless. The staff here are more than just financial advisors—they’re trusted partners who make us feel confident about our future. Highly recommend! Emma, Kurt and Team at America Stores It
5 /5

Tompkins Community Bank - Ithaca

Mary Sullivan The Tompkins Trust company has been my primary bank since I moved to Ithaca in 1966. Have briefly tried other banks but TCTC has the best locations and number of ATMs. They handled our mortgage , checking and home equity loans with courtesy and full disclosure.
5 /5

AmeriCU Credit Union - Lowville

Hallie Licciardo Have spent three days dealing with this bank. Was applying for a car loan, they said they needed additional paperwork and I told them I would have the paperwork today. Instead they ran the loan and said they weren’t waiting for proof of income. Ran my credit 3 times just to deny the loan without any proper information because they couldn’t wait an hour.
1 /5