Keywords: Financial cooper arias llp ny

Cooper Arias, LLP - Monticello (NY)

Address: 🏡 892 NY-17B, Monticello, NY 12701, USA
Phone : +1 (845) 796-1800
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJmyP7-SKw3IkRKLysnEtS3qw
#New York

Visions Federal Credit Union - Cortland

Johhn Othad This bank is lit fr switch from cfcu
5 /5

Canale Insurance & Accounting - Oswego

Kim Bush In the middle of January I emailed Canale Insurance on a Sunday morning asking for a quote for home owner & vehicle coverage and expected a call or email sometime on Monday. Literally within a few minutes I received an email from Dave. Within a few days it was a done deal! He saved us THOUSANDS OF DOLLARS between home & vehicle insurance!! So, took it one step further and had them file our taxes and our daughters and it was very very reasonable for the cost! Stopped in to sign and pay and they took care of the rest!! Best part is they are right around the corner from our house!!! I have emailed Dave a few times for follow up questions and he’s always responded very quickly!!! Thank you Canale Insurance for taking great care of us!! You’ve got our business!!! Your friends - Jeff & Kim Bush & of course Lauren!!!
5 /5

Salem Farm Supply, Inc. - Fort Edward

Richard Schnurbusch The Fort Edward’s Emerich technicians were able to diagnose the problem with my Cub Cadet quickly and get it back to us in a timely manner. Suzanne in Service is wonderful, very personable and easy to work with. Manager Billy Jo has been beyond helpful as is the entire team there. We buy all of our equipment at the Fort Edward’s location and have our service completed there when needed. Top notch!!
5 /5

KeyBank - Geneseo

Felicity Tiberi I came in to get a typed direct deposit form and everyone was very helpful- especially Haley. She was extremely kind and walked me through everything to get what I needed and upgrade my account. I am very satisfied and I would recommend her to anyone needing assistance with KeyBank. Thank you Haley, your help was much appreciated!
5 /5

Met Life - Troy

Sean Sheldon The only reason its not five stars is the dist6to public transportation.
4 /5

Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - Staten Island

Kris Sauza I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.
5 /5

Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC - Albany

Uber God Scott Miller a great man he provided with true clarity what a guy Highly recommended.
5 /5