Keywords: Financial aio fee only financial advisors ny

AIO Fee Only Financial Advisors - Rochester (NY)

Address: 🏡 140-A Metro Park, Rochester, NY 14623, USA
Website: https://aiofinancial.com
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

Generations Bank - Auburn

Francesca Fussell Nice back just use atm
4 /5

M&T Bank - Owego

Andrew Fox Great bank I have a business banking and they are very helpful...
5 /5

Homestead Funding Corp: Erika Dombek | NMLS# 2274597 - Catskill

Molly Smith-OBrien I could not recommend Erika more, five stars is just not enough. From the moment I reached out to her, I was met with professionalism, expertise, and a level of personalized service that exceeded all my expectations. As a first-time homebuyer, I had a million questions and Erika was always there, and quickly, with answers. I never felt like a bother and she really did hold my hand every step of the way. With a limited budget and the market the way it’s been we didn’t realize how important it was to have someone who could get us approval letters in literal minutes. Erika was always just a phone call, email, or text away. She would run numbers for me for every crazy idea I had to stretch our budget and it gave me the peace of mind that even though the market was rough, we were truly running through every scenario we could to make things work. I was told going into this that the bank is always what holds real estate transactions up but Erika and her team were ALWAYS 5 steps ahead of everyone else, we never had to wait on them. The seller’s whole side was a complete and utter nightmare during this transaction. We dealt with so many delays and Erika and her team did EVERYTHING they could to help us not lose money after locking into our rate. I am beyond grateful. A lot of people questioned why I was using Homestead instead of a “going directly to the bank” and interestingly enough, before locking in, I spoke with a family member who recently started working at Chase. He gave me his best rates at the time and Erika was still able to get me the same rate but with even fewer points. Erika took the time to understand what was best for us and what was best given the wild market we were shopping in. This just solidified my belief that there wasn’t anyone better to have chosen for this transaction. I cannot recommend Erika highly enough. Her dedication to client satisfaction, coupled with her expertise and integrity, sets her apart. Whether youre a first-time buyer like myself or a seasoned homeowner, you can trust Erika and Homestead Funding to deliver outstanding results.
5 /5

L&M Wealth Management - Amherst

Marie Couchman We have been clients for many, many years! The staff is extremely helpful and they know their clients by name. Thank you Vince, Gloria and Lynn as well as anyone else in the crew. We are looking forward to many more years!
5 /5