Keywords: Financial edward jones financial advisor: brian p warner cfp®|chfc®|aams® ny

Edward Jones - Financial Advisor: Brian P Warner, CFP®|ChFC®|AAMS® - Queensbury (NY)

Address: 🏡 63 Quaker Rd #1, Queensbury, NY 12804, USA
Phone : +1 (518) 223-0607
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJwd92rvbR34kRhqOLsELqimM
#New York

BPAS, Inc. - Utica

Craig Zachary Been trying to liquidate an account since November 22nd, 2017 after I received notice it would roll into an IRA. Company hasnt been able to deliver to address on profile originally, updated address on 12/28/17 after multiple failures getting to my address. Now its 1/11/18 and I had to call once again to figure out why I havent received payment. Gentleman on the phone had an attitude with me when I got annoyed that despite documentation sent to them to change my address - they still sent it to the old address. We will be going almost two months without receiving anything. I am glad I do not have to utilize this company for investment options anymore.
2 /5

PathFinder Bank - Oswego

Ranjit Dighe Satisfied customer for 27 years. Good rates, good service.
5 /5
the strebel planning group ny

The Strebel Planning Group - Ithaca

Bromleys Mom The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the clients own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.
5 /5