Keywords: Financial christopher wolt td wealth relationship manager ny

Christopher Wolt - TD Wealth Relationship Manager - Carmel Hamlet (NY)

Address: 🏡 96 Gleneida Ave, Carmel Hamlet, NY 10512, USA
Website: https://uswealthadvisors.td.com
Phone : +1 (914) 318-5046
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ8RLIZetN3YkRZr6dc9bT5B8
#New York

Gray & Gray and Associates CPAs, P. C. - Canton

Cheryl Richardson Gray & Gray has handled our business accounting, payroll, and income taxes for the past 4 years. They are very responsive to our needs and clearly explain all accounting documents and figures. Dawn in Payroll is a pleasure to work with. She is always patient and accurate with our payroll!
5 /5
dpg enterprize ny

DPG Enterprize - Catskill

James Hamory Daniel Goss is an honest dealer and extremely helpful. I bought a Subaru from him and he fixed everything on the vehicle before giving it to me (timing belt, head gasket, throw bearing, etc.). The day after I bought it, he asked me to bring the car in so he could take it for a drive to make sure everything was still running alright. That day, his technicians noticed that a sensor in one of my tires was dead and they replaced it for no fee even though the sale had already been completed the day before and could have charged me extra for it. He even got all my in-transit paperwork filled out and completed as I was taking the car out of state. He begged me to check the oil on my way cross country and to let him know that I made it safely. Daniel made my first vehicle purchase very smooth and comfortable. He stated a price that seemed very fair when I first inquired about the vehicle and let me take it on multiple test drives. He answered all of my questions thoroughly and even gave me tips on finding a good Subaru when I was originally just passing through on my way to another dealer. He was friendly and patient despite all the questions I asked as someone who knows little about cars. He takes his business personally and ensures that every car that leaves his lot is functioning correctly. Ive had the car for 5 months now and havent had any non-routine maintenance issues. Finally, I registered the car in a state with a lower sales tax rate and received a check in the mail from DPG refunding me the difference. Im sure theyre required to do this by law but it was another sign that DPG knows what theyre doing and is an honest business. -- Addendum: I see a review on here saying that Dan is rude and would like to add that thats just him being very straightforward and honest. He is very blunt and to the point, which I appreciated. He just says it like it is and if his personality rubs you the wrong way, just know that hes an honest businessman and isnt going to rip you off.
5 /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

Financial Partners of Upstate New York - Rochester

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

Rochester Financial Empowerment Center - Rochester

Gina Mangiamele Never fear financial problems. There is help with proficiency at the Financial Empowerment Center. The staff will work with anyone in need of planning, budgeting, credit resolution and a desire to learn. This is a gem of a service and they are there to help.
5 /5

Northwestern Mutual - Garden City - Garden City

P L My first time ever working with northwestern mutual I can say that I am very satisfied with my experience. Tony Laing was excellent, he was very knowledgeable and patient & helped me with my financial planning and budgeting. He made me feel very comfortable throughout the entire process. I would highly recommend Tony Laing.
5 /5