Keywords: Financial edward jones financial advisor: celine oh cfp®|aams® ny

Edward Jones - Financial Advisor: Celine Oh, CFP®|AAMS® - Ithaca (NY)

Address: 🏡 2255 N Triphammer Rd Suite 7, Ithaca, NY 14850, USA
Phone : +1 (607) 266-8888
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJXymQE12C0IkR6qAoFZDMS3g
#New York

Rehab Support Services - Delhi

Leanna Gately Absolutely disgusting and disturbing and very disrespectful DO NOT RECOMMEND BRINGING YOURE FAMILY HERE.
1 /5

Swiech Consulting LLC - Lockport

Gary Sam Ive had an excellent experience working with this firm for both tax preparation and financial planning. Theyre knowledgeable, responsive, and truly take the time to understand your personal and business goals. Their advice is clear, actionable, and always in my best interest. I feel confident knowing my finances are in good hands. Highly recommended!
5 /5

Visions Federal Credit Union - Ithaca

Y din Diiin I had a fantastic experience working with Mr. Michael at Vision Federal Credit Union. From the beginning, he was professional, knowledgeable, and genuinely committed to helping me understand my options. He took the time to explain everything clearly and made sure I felt confident in my decisions. His customer service was top-notch—friendly, patient, and responsive every step of the way. Thank you
5 /5

TIAA Financial Services - Ithaca

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.
1 /5

Rondout Savings Bank - Kingston

Frank Campagna Great service, modern bank with attentive bankers !
5 /5