Keywords: Financial edward jones financial advisor: brent j ascroft aams® ny

Edward Jones - Financial Advisor: Brent J Ascroft, AAMS® - Canandaigua (NY)

Address: 🏡 23 Coach St Suite 1A, Canandaigua, NY 14424, USA
Phone : +1 (585) 394-3504
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJS9ZdNYEm0YkRxIklm2Q4NMI
#New York

OKeefe Stevens Advisory, Inc. - Rochester

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.
5 /5

Broadway Financial - Brooklyn

M K Great experience Exceptional customer service
5 /5

Financial Services - Poughkeepsie

Rebecca Malinowski The Financial Services office at Marist has been nothing but helpful! The staff is always so polite and friendly!!
5 /5

CPC Wealth Management - Elmsford

Frank Chris is an awesome guy, he listens, explains things carefully, and is on top of his game. My Investments are doing great with CPC , and your money is safe with him!
5 /5

M&T Bank - Troy

Hoosick Family Chiropractic Great branch, great people. On more than one occasion the branch manager Dave Brisson has gone out of his way to help, especially during the pandemic and Mohtisham Shaikh was there to make sure wrongful charges were handled appropriately. I barely had to lift a finger, Mo took care of everything for us.
5 /5

The Garden Of Wealth - Poughkeepsie

Deandra Wright They took the professional yet caring approach to aiding me in my journey to my first level of financial freedom. A lot of company’s promise and can’t make good on their promises because of all the hidden fees and tax and just flat out lies. Garden of wealth told me everything upfront and allowed me to make my decision with no pressure and was transparent every step of the way. I’m a big skeptic, I’m skeptical of even the food I consume, so after my research and having a reliable team member always ready and available to answer whatever questions I may have, I decided to join the family. Family is a strong word, but that’s what we are, a reliable, caring, and all around genuine family. The only thing I would change, if I were to change anything is when I decided to join. The sooner the better & closer to your financial goal.
5 /5