Keywords: Financial freedom financial solutions ny

Freedom Financial Solutions - Wappingers Falls (NY)

Address: 🏡 766 Sergeant Palmateer Way, Wappingers Falls, NY 12590, USA
Phone : +1 (845) 297-8421
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJr3uoo3Y53YkR7L1BtAdXDSs
#New York

Neil G Carousso, CPA, CFP - Bayside

Jeff Stavitsky My wife, Pamela, has been a client of Neils for almost 15 years now. Neil is extremely knowledgeable, helpful, accessible, patient and his rates are very fair for all of the work that he does! I am so impressed by Neil that I will be switching away from a large, high profile accounting firm to Neil this coming year. My wife and I highly recommend Neil G. Carousso, CPA,CFP for all of your accounting needs-
5 /5
plail wealth management ny

Plail Wealth Management - Buffalo

Thomas Zimmerman Professional, knowledgeable, thorough, client oriented wealth management company. Your financial future couldn’t be in better hands. Jonathan, Carolyn & Matthew will competently walk with you to accomplish your investment goals.
5 /5

Cadaret, Grant & Co., Inc. - Syracuse

Nicola Provenzano-Genco Extremely competent. Multiplied the 200k+ that I gave them many times over. Easily available to the client, Deferential to our needs. Never an error made. Relaxed atmosphere and very reassuring. .Family-like
5 /5

Edward Jones - Financial Advisor: Christopher W Rheaume, CEPA®|AAMS® - Auburn

Greg Komarisky Chris at Edward Jones is a great professional and a trusted source for my family. He is always eager to help and answer any questions that we have about our investments. Amanda and Cheryl in the office are wonderful ladies and always so pleasant!
5 /5

Ithaca Wealth Management - Ithaca

Sara Pines Matt is wonderful to work with. He is patient, respectful, attentive, and kind. Easy to reach and responsive t my many questions. I am old and cant keep up with the research needed to manage my 60 year old portfolio. Matt has helped sell what was no longer profitable, especially foreign stock. He has me develop a portfolio appropriate for my age and financial needs. I feel more calm financially since he i doing the work I can no longer do.
5 /5

M&T Bank - Goshen

Dawn Pawliczak They are the best at what they do and are friendly doing it!
5 /5