Keywords: Financial financial institution ny 11901

Financial institution - Riverhead (NY)

Address: 🏡 40 Peconic Ave SUITE 34, Riverhead, NY 11901, USA
Phone : +1
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ81J1r52L6IkRofLNJmVgIq0
#New York

Mark D Kalish - Private Wealth Advisor, Ameriprise Financial Services, LLC - Goshen

Lenore Franzese Mark has handled my 403B for over 10 years and I am very happy with the results. Mark and Jen are both very knowledgeable and will give you the right guidance. I highly recommend them.
5 /5

Grizzles - Plattsburgh

Tiffany Parent Very polite and kind I love her shes so trustworthy and honest
5 /5

Connell Financial Group LLC - Camillus

Amy Walowsky We highly recommend Connell Financial Group.
5 /5

Regent Financial Group Llc - Rochester

Stephen Falk I have worked with the staff of Regent Financial Group for more than 20 years and mostly with Chris Opper. We have discussed all types of investments, annuities and insurance. Chris is a seasoned advisor with many years experience; he provides a long-term perspective which is so important when making financial decisions. His advise has been consistently excellent. Regent puts their clients first. We recently closed a long term annuity investment, which I obtained before working with Regent Financial. We moved the cash proceeds from an excellent mutual fund and into a near- identical mutual fund. Our timing was excellent. This was due to quick action and good fortune with the timing of the sale and purchase. I highly recommend Chris and his colleagues. You will be well taken care of. Stephen Falk, MD, FACS
5 /5

GHS Federal Credit Union - Norwich

Lonnie Graham We are member of GHS Federal Credit Union the Norwich, NY branch for a very long time. We truly like their service and enjoy the friendly environment every time we visit the bank. The staffs are friendly, caring and kind. Thank you so much for helping us with all our banking needs. Have a wonderful year!
5 /5

Tax Associates Bronx Corp - Bronx

Stephanie Vidal I’ve been a client for almost 10 years and each time had a great experience. Mr. Waters is extremely knowledgeable and is helpful with any questions I have at all times. I highly recommend using them for your tax needs!
5 /5

ServU Federal Credit Union - Bath

Emma Best They helped me get back into my account when it logged me out. A big thanks to them thank you!
5 /5

Community Bank, N.A. - Malone

C Review You need to have customers that are having issues go inside, not hold up the drive thru for 20+ minutes now in 85 degree weather and shes still dealing with him. I just need to make a cash deposit.
3 /5