Keywords: Financial allsquare wealth management llc ny

AllSquare Wealth Management, LLC - Albany (NY)

Address: 🏡 200 Great Oaks Blvd Suite 219, Albany, NY 12203, USA
Website: http://www.allsquarewealth.com
Phone : +1 (518) 456-8900
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ78Jqr9Z03okR9jBKkJ3rRYo
#New York

Visions Wealth Management - Binghamton

Sean Whittin Guy Adames is very unprofessional. He missed three appointments and never did anything he said was going to do. Guy also lies about being able to refund money if went into the old account before new account was fully set up, thats a lie, you cannot refund money. He should of either waited before setting up new transfer or had me call to stop transfer to previous account but never lie about it. Brought up concerns to Alyssa and she sent to Guy so he called and yelled at me for his lies and him missing appointments. Very unprofessional. If hes going to lie before gets my money what happens when has it, lies continue? Trying to do business with Guy was the most drawn out terrible process I have ever been a part of!
1 /5

The SKG Team at Barnum Financial Group - Elmsford

Doug Most I’ve had an exceptional experience working with SKG Financial Group. Ben Soccodato is my advisor, but the entire team is outstanding! Every individual I’ve interfaced with is knowledgeable and responsive. SKG’s investment approach has consistently outperformed benchmarks without assuming an excessive amount of risk, achieving a perfect balance for my financial goals. One of the things that differentiates them from others is their willingness to evaluate my entire portfolio, including positions they don’t directly manage, and provide recommendations based on total invested capital. This "three bucket" approach to portfolio management is unique among the firms I’ve worked with or interviewed. It effectively reduces overall fees while maintaining a diversified strategy. It is one of the key elements to developing the trust that is so important with this type of relationship. I highly recommend SKG Financial Group to anyone seeking a trustworthy, results-driven financial partner.
5 /5

Winters Amy a CPA - Cortland

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.
1 /5

Empower Federal Credit Union - Auburn

Kingsland Music Productions Inc For all the bad reviews and low stars remember the people coming in with attitudez and egos. The staff is awesome, remember you, and take care of you to the best of their abilities. As for other empowers I have had problems but Auburn is great
5 /5

IronPath Financial - Staten Island

Robert Lombardo Could not ask for more. The team at Ironpath Financial are awesome. They have performed better than I ever expected. Rick is my personal financial advisor. He knows exactly what I want and expect. I can call him at any time and he will answer or get back to me basically immediately. Giving anyone your life savings is a mindfuck. After many interviews with many advisers I felt Rick and his team were my best choice. That was the best financial decision of my life. Theyre not your typical plug and play type of finance company. He has set me up for life and I feel extremely confident that I will be able to achieve All of my wants and needs in retirement. Thank You Rick, Thank you Denise, Val and Faith, Bob Lombardo
5 /5

Madison County Social Services - Wampsville

joshhill212 Pretty great Department Of Social Security. Never any long lines, & am always seen the same day for walk-ins. The Social Workers are always kind & helpful. These people have helped me through some very hard times more than they could ever know. I very much appreciate them. However, sometimes they do fail to call back the same day, when they say they will. Although, that is an issue with every institution where I am told I will receive a call back. At least with Madison County DSS, most of the time if I dont get a call back the same day, I do still receive a call back the following day (Which Is Still Far Better Than Most).
5 /5

Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC - Goshen

Lenore Franzese Mark has handled my 403B for over 10 years and I am very happy with the results. Mark and Jen are both very knowledgeable and will give you the right guidance. I highly recommend them.
5 /5

Great Lakes Asset Solutions - Lockport

Tradz LLC We were a "Vendor" for Great Lakes, we did the work that was agreed in writing, we invoiced it and we got paid, they are true to their word. Thank you!
5 /5