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Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC - Poughkeepsie (NY)

Address: 🏡 27 Collegeview Ave, Poughkeepsie, NY 12603, USA
Website: https://www.ameripriseadvisors.com
Phone : +1 (845) 495-3848
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJv1Vp43s_3YkRPvUnRy2pJuI
#New York

Compass Federal Credit Union - Oswego

Anthony Pieropan Great service !!! Even better customer service
5 /5

First Source Federal Credit Union - Herkimer

Mariska Miller First time at this branch. Seven bank tellers present, only one actually working to assist bank members. Other six workers havent even acknowledged that we had been sitting in the drive thru waiting for any signs of life for over 10 minutes. On the bright side, when one of the six doing seemingly nothing finally came over to assist us, she was reasonably pleasant and helpful.
2 /5

Rise Advisors LLC. - Rochester

John Manna We have been dealing with Mark Jones and Rise Advisors for almost 10 years. They analyzed our financial position, provided recommendations and strategies for our retirement and continue to periodically review our portfolio to insure we are well positioned for our future. Mark has also provided recommendations on accounting support, and legal issues pertaining to our will and trust. We feel we are in very good hands with Mark and Rise Advisors.
5 /5

Haven Financial Planning - Williamsville

Cliff Miller Katie and her team are both knowledgeable and very friendly. We are thankful to be blessed by our association with them. I feel confident that our investments and plans are in excellent hands and we will continue to work together to achieve our retirement and future plans.
5 /5