Keywords: Financial fiduciary first advising feeonly retirement planner in rochester ny ny

Fiduciary First Advising, Fee-Only Retirement Planner in Rochester NY - Rochester (NY)

Address: 🏡 160 Linden Oaks, Rochester, NY 14625, USA
Phone : +1 (585) 270-6132
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJMXhS_WLL1okRgylMGgoz3UU
#New York

Marathon Financial Advisors - East Syracuse

Jim Brule A truly robust and knowledgeable practice. They are very responsive to concerns, proactive in their approach, and calm in their strategies. Highly recommended!
5 /5

Merrill Lynch Wealth Management - Utica

Steve Bergstrom Very good experience,they were very helpful and explained everything
5 /5

Azoff Financial - Saugerties

Susan Robinson We had a highly satisfactory learning experience with Azoff Financial. We strongly recommend them.
5 /5

Janney Montgomery Scott - Albany

Robin Miller Top notch! Highly professional, comprehensive, and knowledgeable!
5 /5

Bank of America (with Drive-thru ATM) - Kingston

Hyde A I starting using BofA because my former bank that was local to me shut down. This bank made the process of transferring my funds to BofA and ordering a new debit card completely painless. Big thank you to the staff here.
5 /5

Liberty Tax - Watertown

Evan Heck The service I received from Jennifer Ackerman at liberty tax was exceptional. She was fast, very personable and had a great sense of humor. Usually doing taxes is a task we all avoid for as long as possible but she made the experience very enjoyable. I highly recommend seeing her next season for your tax needs!
5 /5

Valentine Insurance Agency, LLC - Catskill

Doug Lackie Valentine auto insurance is by far one of the best insurance agencies out there. The Owner Keith Valentine it’s not just the owner, But also run his ship and the most honest loyal way. I have Three insurances I get through Valentine auto insurance. AnytimeI I need help I call Valentine Insurance agency and they’re right there for me To answer any questions Or claims that I have. Keith and his team are Kind and courtesy every single time. Valentine auto insurance is 100% recommended by me.
5 /5

Winters Amy a CPA - Cortland

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.
1 /5