Keywords: Financial axa advisors ny 13850

AXA Advisors - Vestal (NY)

Address: 🏡 4100 Vestal Rd, Vestal, NY 13850, USA
Phone : +1 (607) 729-3592
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJJY0cG77u2okRnuy4JSVopz8
#New York

Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse

Will Kesecker I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!
5 /5

Orange Bank & Trust Company - New City

IRENE MOSINKA Down to earth staff. I’m happy this Bank was brought to my attention!
5 /5

Timberline Financial - Amherst

Shauna McIntyre If I could leave negative stars, I would! This company is the worst. And God forbid you ask to speak to a supervisor. They will NEVER answer in call. And the 72 hours to call you back is a joke! They will document your account that they attempted but wont actually call you. This company just wants your money but wont provide you with customer service. They will continue to schedule withdrawals from your bank thousands after accounts and fees have been paid. I dont trust that they wont try to steal that extra money. You will be better off negotiating your own balances and payments with the companies you owe and actually be able to save money in the long run. The fees you pay this company end up costing you just as much as the financial balances you submit. Save your money time and respect because this company does not care about their clients, just the money that can steal from them. Global holdings will sift money from your account without documentation of what its for, beware, and watch your funds!
1 /5

Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLC - Poughkeepsie

Kelly McNeilly We’ve been working with Armando for a few years and have been nothing but pleased with the work he does. Him and his team are always working for ‘us’ always finding ways to help make our future a reality. I’m not someone who understands a lot of financial jargon and Armando is amazing at explaining things in a way I understand them which I always appreciate! We highly recommend him and his team to anyone who is looking to set themselves up for success in their retirement years.
5 /5

Priem Financial Group - Rochester

Mary Sofia Priem Financial Group has always been easy to work with and has provided us with very sound financial planning for many years. I always recommend them to family and friends.
5 /5