Keywords: Financial by the numbers llc ny

By the Numbers, LLC - Durhamville (NY)

Address: 🏡 5597 Irish Ridge Rd, Durhamville, NY 13054, USA
Phone : +1 (315) 363-5583
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJlxeX3Dd02YkRdm22xZwqhY8
#New York

Chicago Partners Wealth Advisors - Rochester, NY - Rochester

Gerald Honch Rob Bradley has a calm and reasoned approach to helping us understand the changes needed in our financial lives. His explanations are practical and useful. He is a patient man; a necessary attribute dealing with my limited financial background. Sara Bodine completes the team performance.
5 /5

Island Group Partners, LLC - Staten Island

Nina Haletky Island Group Partners, LLC helped improve my life dramatically by representing my needs and interests and providing a service many dont know is available but much needed in our society! Several years ago I was swimming in credit card debt I thought I could pay back after I finished college and started my career. A few years in, I realized my careers salary (schoolteacher) was not going to be enough for me to live on and pay back my debts I had accumulated being a single mom and going to school, because of the high interests that would keep coming. I was horrified I had let this happen, and stressed, scared and working 2 and 3 jobs to make ends meet. I decided to take the plunge and call one of the numbers I had received in the mail offering help. I spoke with someone who was so understanding of my situation, explained the process so thoroughly and took the time to make sure I understood completely what I was getting into and gave me confidence I was doing the right thing before entering into any contract. During the 3 year program every time I had a question or concern I was met with a quick and helpful response. The people I spoke with were always patient, kind and professional and took care of anything I needed or explained anything I wasnt sure about. At the end, they even helped me end my program one month early, saving me money. After the program ended, my credit card debts were all settled and my credit seemingly back to normal and good! It was a huge relief! Unfortunately when I went to get a new apartment it turns out the credit reporting agencies were still holding some of the negative credit card company history against me! I contacted Island Group Partners to tell them about this problem and they immediately went to work for me to help me solve this new problem even though it fell outside of their obligations to me. They went above and beyond to help me when they didnt have to. This just shows what kind of work they do, this is work for improving peoples lives and a much needed service for the many people like me that have willingly let themselves be taken advantage of by huge credit card companies and then are trapped in an abusive relationship with them. Island Group Partners doing this work is so important for many consumers like me that do not feel comfortable navigating the complicated world of credit but are devastatingly impacted in real world ways that hold us back from having the opportunities we deserve. These guys are the real deal, let them help you and you will be much better off. Thanks to their hard work I was able to get my credit fixed and got my new apartment and I am now proudly 100% debt-free! Thank you Island Group Partners!
5 /5

Skye Financial Services - Little Falls

Ally Cummings Amazing! Tax season can be stressful and when you add multiple states and jobs to the year, that takes the stress to a new level. Skye Financial Services made filing my taxes easy, they explained everything to me when I had questions, and even a scheduled a second follow up so they could look through it all with a fine tooth comb to set me at ease. I would recommend them to anyone who needs help with their taxes and will definitely use them again when filing in 2023.
5 /5

Shannon Woolery: Primerica - Financial Services - White Plains

Sasha Bowden My agent Mrs. Diedrick-Smith, was helpful in assisting me with choosing a coverage that was with in my means and needs. She explained everything throughly until I understood every aspect of the coverage I was getting. Know I sleep better at nights knowing that me and my children are covered in case anything happens. Book an appointment with her you won’t regret it.
5 /5

Sanderson Wealth Management, LLC. - Buffalo

Zack Schneider I recently had the opportunity to work with Sanderson Wealth Management, and I have been thoroughly impressed with their services. Founded in 2001 by John Sanderson, the firm has a rich history and a strong foundation in serving high-net-worth individuals and families. John Sandersons extensive experience, including his time at Ernst & Young, is evident in the firms approach to addressing sophisticated financial needs. From the moment I engaged with Sanderson Wealth Management, I felt confident in their expertise. They operate on a fee-only investment philosophy, ensuring that their advice is always in my best interest. This transparency and dedication to fiduciary standards are what initially drew me to them. Under the leadership of Justin Sanderson, the firm has continued to thrive. Justin, who took over as CEO and rebranded the firm in 2011, has been a pivotal figure in expanding their digital infrastructure and maintaining a high adviser retention rate. His commitment to innovation and client satisfaction is palpable. The range of services they offer is comprehensive and tailored to my unique needs. From investment consulting and financial planning to estate and generational wealth planning, business succession planning, philanthropy, and tax consulting, Sanderson Wealth Management covers all bases. The personalized approach they take, with a small but dedicated team of professionals, ensures that I receive the attention and expertise necessary to manage my wealth effectively. What stands out most is their commitment to the Buffalo community. Despite their growth, they have maintained their headquarters in Buffalo and continue to support local cultural institutions. This local focus resonates with me and adds a personal touch to their professional services. Overall, my experience with Sanderson Wealth Management has been exceptional. Their expertise, personalized service, and dedication to fiduciary principles make them a standout choice for anyone seeking comprehensive wealth management services. If youre looking for a trustworthy and capable partner in managing your wealth, I highly recommend Sanderson Wealth Management.
5 /5

Five Star Bank - Albion

Stella Thomas 4 stars to Five Star Bank.
4 /5