Keywords: Financial chandler edem financial consultants ny

Chandler & Edem Financial Consultants - Sherrill (NY)

Address: šŸ” 475 Sherrill Rd, Sherrill, NY 13461, USA
Phone : +1 (315) 821-2827
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJq6pa8SBx2YkRZ64s5A-1fSY
#New York

Trustco Bank - Ballston Spa

svilen vasilev As someone who has dealt with many banks, this one is by far the best! The management and staff are incredibly accommodating. I not only feel welcome, I also trust that I will be taken seriously and treated with respect! Special thanks to Olivia and Carol!
5 /5

Rosemont Financial Group - Albany

Bonnie Schissler I have been with Rene since 2007 and he is amazing. He has taken care of all my accounts and does a superb job. He is always available to speak with and has always scheduled meetings with me to go over my accounts and talks to me so that I do understand everything that is being done. I even have my best friend going to him now.
5 /5

H&R Block - Catskill

Rosemary Batiste I utilize the same rep every year. The service is impeccable and the secure feeling I have in knowing that my joint tax return has been completed with the utmost confidence. Maggie Miller is awesome. I look forward to doing my taxes and working with Maggie again next year.
5 /5

Broadview Federal Credit Union - Troy

Mrs. Burke I think her name was Renay. She was amazing. Told me exactly what I needed to hear about getting mortgage ready.
5 /5

Palisades Credit Union - New City

Yetunde I recently closed on a HELOC and I must say the experience was seamless thanks to the assistance of the branch manager, Ellen Brooks. Ellen is truly amazing! From her expertise, kind personality, and attentiveness, I knew I was in good hands. You can tell she is genuinely passionate about her work and providing exceptional customer service. I had a lot of questions during the process and Ellen put me at ease by answering every single one and making sure I truly understood the response. This branch is very welcoming and the team is just as amazing.
5 /5

Albany Financial Group - Albany

Chris Dewards I’ve worked with several financial planning firms over the years, and candidly, most left me frustrated, whether due to inexperience, high turnover, poor follow-through, poor or rushed service, and a general sense that I was just part of the assembly line. Most importantly, I found that firms in the past were always ā€˜selling me’ on something (ex: an annuity or life insurance policy I didn’t need) vs. educating. About 3 years ago I moved my family and business wealth to AFG, specifically Steve Kennedy’s team. A few things that were impressive: Responsiveness- regardless of the complexity. Never issues sending an email into the void. Nothing slips through the cracks. High-Level Acumen without the sales pitch- Steve’s been able to navigate extremely complex financial, estate and business owner topics and distill them down into plain English. Support Staff- Whatever model they have, works real well. You don’t feel like you’re dealing with a call center but a well-run family business. With Steve and his team, we feel as if we are family. After years of bouncing between other firms that never really delivered, I couldn’t be happier with AFG. The combination of responsiveness, depth of knowledge, and the way they humanize financial planning is exactly what I had been searching for. — Chris
5 /5