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Christopher Zito, CFP, CRPC - UBS Financial Services Inc. - Glens Falls (NY)

Address: 🏡 One Broad Street Plz 2nd Floor, Glens Falls, NY 12801, USA
Phone : +1 (518) 743-2047
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJyQKn6vnP34kRwCksYoVOfBI
#New York

RG Wealth Management Group - Riverhead

Joseph Tomao Nick Galletta and The RHG Group has assisted me with my retirement planning. Their customer service is excellent. They are a very responsive to all my needs. I highly recommend them to anyone in need a financial plan
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

Farm Credit East - Hudson

Edward Casazza I recently worked with Jheilyno Colon, a Mortgage Specialist from Farm Credit East and he was excellent. His knowledge around the products was strong and clearly explained the differences in various loan products.Given fairly complex circumstances, I appreciated anytime he wasnt 100% certain of an answer he communicated that and got an answer right back after he completed his due diligence. Ive often shopped for rates in the past but early on in this process I felt even if there was a slight difference in cost it was worth it to work with Jheilyno.
5 /5

Miller/Howard Investments - Kingston

Pine Forest I read Millers book "The Single Best Investment," and many other investment books, before I started getting seriously into the stock market in 1998. Millers investing philosophy strongly attracted me, and Ive been doing it pretty much "his way" ever since. I even exchanged several emails with him back then and found him responsive and engaging (we disagreed about Crown-Pacific, heh-heh). A great intellect. Miller is a nationally recognized expert on utilities, and his funds tend to focus on them. Im so glad I discovered his book and was influenced by his rational approach to investment. Although I run my own portfolio of individual stocks, if you dont have the time, inclination or knowledge to personally manage your investments, I recommend the Miller/Howard options without reservation.
5 /5