Keywords: Financial daniel nava td wealth financial advisor ny 10458

Daniel Nava - TD Wealth Financial Advisor - Bronx (NY)

Address: 🏡 640 E Fordham Rd, Bronx, NY 10458, USA
Phone : +1 (347) 344-7991
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJa8fbOz_1wokRedGVJyOG6eg
#New York

NBT Bank - Cooperstown

Carl L Jan 3, 2025-everything I said on 9/5/2024-is still true today and many other visits. 9/5/2024-Consistently excellent customer service since 1983, under different bank owners. Recent special mentions for current Mgr Mary, Ast Kim, cashier Anneth and yesterdays cashier that I did not get her name yet. Each of the above is always professional, friendly helpful and does their job well. Anneth, who I usually deal with is ALWAYS PLEASANT, and EFFICIENT. 3/19/2025 This banks team is ALWAYS a pleasure to deal with. ----------- Every single visit ALWAYS deal with EXCELLENT PEOPLE WHO DO THEIR JOB WELL AND MAKE BANKING HERE A PLEASURE. Please never change A VERY WELL RUN BRANCH Carl 9/4/25-ATM cashier great; as usual (Sorry do not remember your name, but she knows mine & greets me) A great bank team and the reason I use NBT bank. Thank you for great service Carl L
5 /5

Rings Financial - East Greenbush

Kelly I’ve had an excellent experience working with Barry! Communication is always clear and timely, making it easy to stay informed and confident in my financial goals & decisions. Barry always takes time to explain strategies in a way that’s easy to understand, providing education- not just advice. Everything is personalized and well-researched, and his credibility is evident in every interaction. Overall, Barry is an excellent guide for your financial roadmap at any stage of life!
5 /5

Flagstar Private Bank - Bronx

Kirk O. Warner Signature Banks name changed to Flagstar Bank NA and is umbrella under the NYCB Family of Banks. Legacy Signature Bank branches will keep the same Private Banking Model or Single Point of Contact. Customer experience here on the personal and commercial side is exceptional, and I highly recommend doing business here versus bigger named banks.
5 /5

JG Tax and Financial Services - Bronx

ELKING. I’ve been with him for years. He has consistently been amicable, reliable, knowledgeable, and professional!
5 /5

Lincoln Financial Group - Amherst

Wardwell Sue Unprofessional, lack of communication, lack of doing their job
2 /5

Tompkins Community Bank - Ithaca

Nick Huber We have financed several self storage projects with Jason Moore in the commercial banking department. It has been an amazing experience! They know the industry well and Jason is very professional. Quick responses, excellent communication and overall just great service. They close loans on scheduled timelines and you always know what to expect. I highly recommend them for commercial lending!
5 /5

AmeriCU Credit Union - Oneida

Mary R If you like doing business with a bank that is antiquated this is your place. If you try to make a payment before its due to avoid a late fee their system is antiquated and youre supposed to know to call them and go through all of their prompts instead of trying to pay it online which it should be able to take a payment but of course they have it set up so that you end up paying a fee and pay late because their system doesnt process it on time. Convenient to them to not have an adequate payment system that can take your payment when its made so then they get to charge you another fee. Absolutely disgusting
1 /5