Keywords: Financial financial services ny 12601

Financial Services - Poughkeepsie (NY)

Address: 🏡 200 Donnelly, Donnelly Hall, Edvard Bech Dr, Poughkeepsie, NY 12601, USA
Phone : +1 (800) 436-5483
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3214_AY-3YkRR8yeOnoTerk
#New York

Compass Federal Credit Union - Oswego

Daniel Ardizzone Absolutely worst bank in Oswego!!’ Definitely closing all my accounts there !!
1 /5

AmeriCU Credit Union - Auburn

Nathan Lamphere Ive had a couple auto loans from here. They beat the interest rates so they won! Ive also had some issues with my account "not their fault or mine" and they were very helpful straightening it out. As far as posts about lines. There are also Kiosks and Ive never had to wait an unreasonable amount of time.
5 /5

SUNY Delhi - Delhi

ALittleBit OfHeaven They have awesome advisors and professors. One of the best professors there is Steve Calabrese! You can really tell he is genuinely passionate about his job, and his students success.
5 /5

Community Bank, N.A. - Watkins Glen

Tracy Tyler They are so sweet and willing to help...all of the girls LOVE my service dog!! My Lil Finn has captured their hearts!!
4 /5

Harte Solutions - Malone

Mike Leahy Highly recommended, wealth of knowledge, and attention to detail for your specific financial needs.
5 /5

Hindsight Financials & Insurance Services, LLC. - Brooklyn

Andrew Thomas My business hit a wall during the pandemic but thankfully I reached out to the Hindsight Financials team and now my business is on the right track. They really took good care of my business and even my personal situation.”
5 /5

Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - Staten Island

Kris Sauza I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.
5 /5