Keywords: Financial edward costello morgan stanley ny

Edward Costello - Morgan Stanley - Glens Falls (NY)

Address: 🏡 86 Glen St 3rd Fl, Glens Falls, NY 12801, USA
Phone : +1 (518) 742-2071
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJfSj-ewpB6IkR4a9qb-XJchI
#New York

Swift & Swift, CPAs - Lockport

Sarah Lyman We received great service from Mr. Swift and his staff of professionals. Their work was timely and relevant. My husband and I would highly recommended them.
5 /5

Visions Wealth Management - Binghamton

Sean Whittin Guy Adames is very unprofessional. He missed three appointments and never did anything he said was going to do. Guy also lies about being able to refund money if went into the old account before new account was fully set up, thats a lie, you cannot refund money. He should of either waited before setting up new transfer or had me call to stop transfer to previous account but never lie about it. Brought up concerns to Alyssa and she sent to Guy so he called and yelled at me for his lies and him missing appointments. Very unprofessional. If hes going to lie before gets my money what happens when has it, lies continue? Trying to do business with Guy was the most drawn out terrible process I have ever been a part of!
1 /5
edward jones  financial advisor: thomas k dalton cfp®|aams®|crpc™ ny

Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS®|CRPC™ - Lockport

Robert Luskin Very knowledgeable about market concerns. With Tom you are not just a number , he consults you in what’s in your best interest. Friendly and courteous .
5 /5

OHaver Financial LLC DBA Nichols Financial Services - Waterloo

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.
1 /5

TIAA Financial Services - Amherst

Eleni Jousma Poor advice by bored corporate drones. Do not bother.
1 /5

Redlig Financial Services Inc. - White Plains

Danny Levine Best accounting firm I have ever used. Smart, attentive, creative and honest. Scott Gilder you Rock !
5 /5

Northeastern Financial Partners, LLC - Williamsville

Hagen George I have been working with Anthony and his team for a number of years and always receive top class treatment and advice. You can always trust them to be fully informed, which is crucial. I trust them 100% with my investments and have yet to be disappointed.
5 /5

OneMain Financial - Watertown

Reynold McEathron Hi to all at One Main Financial: I want to thankyou for your assistance once again. Youve helped me knock out my credit card debt, which I was beginning to drown in. You are also assisting me with this loan by helping me put together a place where musicians can get together and play music in our community. Im a drummer and violinist. Teaching and playing drums is something I truly enjoy doing. A little over 6 years ago I was doing just that until the apartments closed down. I was helping a couple of my grandchildren learn how to play. I have a couple of friends I played with many years ago who wish to come and play and even assist in helping other musicians or musicians to be come learn their instrument. I have the equipment for any musician who wants to play or sing with others as a group, experienced musicians. I also have the equipment to put videos on line, burn disks. Where I live now Im unable to do that. Sound levels. Ive been searching for just a place on the out skirts of town. I want to thankyou again for not only the assist in paying off my credit card debt, but for making my dreams and of other musicians come true. Special thanks goes to Jerricka, I hope I spelled your name correctly, for taking the time to help me accomplish this. Hugz. Reynold W. McEathron
5 /5

ROVENTINI CPA PC - New City

thomas christensen Phil , is a great guy , very friendly and knowledgeable, I highly recommend him for all your financial needs.
5 /5