Keywords: Financial donald booth prudential financial ny

Donald Booth - Prudential Financial - Lockport (NY)

Address: 🏡 7090 Ridgewood Dr, Lockport, NY 14094, USA
Phone : +1 (716) 433-9490
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJU5pdds2B04kRkS5zMQYMQd8
#New York

United Way of Sullivan County - Monticello

Chris Coletti Great place to drop off anything youd like to donate. The guy working here was super super nice.
5 /5

OMC Financial Services - Syracuse

Jo Lightfoot In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.
5 /5

Warwick Valley Financial Advisors - Warwick

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.
5 /5

Genesee Valley Federal Credit Union - Geneseo

Michelle Bortle When I walked into the bank samantha greeted me with a smile and was so nice also John is AMAZING willing to help with any problems with a smile thank you
5 /5