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Edward Jones - Financial Advisor: Michael R Marsh - Batavia (NY)

Address: 🏡 7 Jackson St, Batavia, NY 14020, USA
Phone : +1 (585) 345-1773
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJgamFlmju04kRgePt_tt1TPE
#New York

Curran Wealth Management and Curran Investment Management - Albany

Mark Girardi Started with them years ago. Tom Curran is the best. Has always giving the best advice . His team is top notch.give his firm a call wont be disappointed.
5 /5

Fusco Insurance, Retirement & Wealth Planning Services - Staten Island

Philip La Bega Me. Fusco did a great job explaining all of my life insurance options to me. I had a million questions and he was very patient. He found the perfect plan for my budget and my needs and made the process simple and easy. I would highly recommend The Fusco Insurance Agency!
5 /5

OneMain Financial - Staten Island

Samara Evans I give Onemain Financial 5 stars (10 if thats possible) The loan representative Yamith is THE best. She helped me on 2 loans. She is very professional, and friendly. She followed up and walked me through the process each time and is very thorough with explaining everything. I will continue doing business as long as people like Yamith is there. ❤️
5 /5

Mariner Finance - Syracuse

Sam Waite Malik was quite helpful and everything went efficiently.
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

Miller/Howard Investments - Kingston

Pine Forest I read Millers book "The Single Best Investment," and many other investment books, before I started getting seriously into the stock market in 1998. Millers investing philosophy strongly attracted me, and Ive been doing it pretty much "his way" ever since. I even exchanged several emails with him back then and found him responsive and engaging (we disagreed about Crown-Pacific, heh-heh). A great intellect. Miller is a nationally recognized expert on utilities, and his funds tend to focus on them. Im so glad I discovered his book and was influenced by his rational approach to investment. Although I run my own portfolio of individual stocks, if you dont have the time, inclination or knowledge to personally manage your investments, I recommend the Miller/Howard options without reservation.
5 /5

Thoroughbred Advisors - Financial Advisors - Latham

Jessica Preston Ive had such an incredible experience with Conor and his team at Thoroughbred Advisors! I am a 27 year old self-employed person. Financial planning has always been something that has confused and overwhelmed me. Conor is the only person who has ever explained everything in detail to me, in a way that I completely understand. He has all the patience in the world, and is very detail-oriented. He truly has his clients best interests at heart, and he goes above and beyond for them. He has helped me with all of my financial planning including retirement planning, and life insurance. I now feel CONFIDENT and EXCITED about my financial planning, rather than overwhelmed and confused. I truly cant express the gratitude I have for Conor and his team. I feel so fortunate to have this team of independent financial advisors helping me. If you are looking for a financial advisor, absolutely look NO FURTHER! You will find no better than Thoroughbred Advisors! Thank you Conor!
5 /5