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Armando Merino - Private Wealth Advisor, Ameriprise Financial Services, LLC - Poughkeepsie (NY)

Address: 🏡 85 Civic Center Plaza Suite 100, Poughkeepsie, NY 12601, USA
Website: https://www.ameripriseadvisors.com
Phone : +1 (845) 777-4884
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJu0q2crU_3YkR_gomT4EUofs
#New York
brighton securities ny 14020

Brighton Securities - Batavia

Brenda Hand We are a charitable organization and are extremely happy with the service we have received regarding the management of our investments. Our financial advisor, Steve Hicks, is outstanding with his responsiveness, knowledge and attention to detail. He is very personable, easy to work with and works hard to provide his clients with sound financial advice and guidance. Highly recommend!
5 /5

Broadview Wealth Management - Albany

Wendy OShea This is the new main headquarters for Capcom. It has everything you could need from any of the branches. If they offer the service it can be handle at this location. Capcom does everything to make you feel comfortable and they are very helpful.
5 /5

The Hudson Valley Financial Group - New Paltz

Ruth Quinn We highly recommend Ed Burke and the team at Hudson Valley Financial Group. Ed has been a supportive guide as we’ve worked through some really tough times — including job losses, separation, disability, and the challenges of planning for retirement when things were falling apart. What we appreciate most is how patient and supportive he’s been. He took the time to really understand our situation and gave us solid advice without ever making us feel pressured. Even when things felt overwhelming, he made it easier to see stay focused. Thanks to his help, we’re in a much better place financially. We’re so grateful for everything he’s done (along with his team!)!
5 /5

E-Z Loan Auto Sales of Lockport - Lockport

Michael Beyser Efficient, straightforward. Peter came thru when my previous car went down, got me on the road in a heartbeat. No nonsense. Highly Recommend.
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

Financial Partners of Upstate New York - Rochester

Scott A I wouldnt trust these people with my lunch money
1 /5