Keywords: Financial greenport branch ny

Greenport Branch - Hudson (NY)

Address: 🏡 160 Fairview Ave #123, Hudson, NY 12534, USA
Phone : +1 (518) 828-4327
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3SCPSxeU3YkRZzJtvgnBgu0
#New York

Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse

Will Kesecker I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!
5 /5
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DPG Enterprize - Catskill

James Hamory Daniel Goss is an honest dealer and extremely helpful. I bought a Subaru from him and he fixed everything on the vehicle before giving it to me (timing belt, head gasket, throw bearing, etc.). The day after I bought it, he asked me to bring the car in so he could take it for a drive to make sure everything was still running alright. That day, his technicians noticed that a sensor in one of my tires was dead and they replaced it for no fee even though the sale had already been completed the day before and could have charged me extra for it. He even got all my in-transit paperwork filled out and completed as I was taking the car out of state. He begged me to check the oil on my way cross country and to let him know that I made it safely. Daniel made my first vehicle purchase very smooth and comfortable. He stated a price that seemed very fair when I first inquired about the vehicle and let me take it on multiple test drives. He answered all of my questions thoroughly and even gave me tips on finding a good Subaru when I was originally just passing through on my way to another dealer. He was friendly and patient despite all the questions I asked as someone who knows little about cars. He takes his business personally and ensures that every car that leaves his lot is functioning correctly. Ive had the car for 5 months now and havent had any non-routine maintenance issues. Finally, I registered the car in a state with a lower sales tax rate and received a check in the mail from DPG refunding me the difference. Im sure theyre required to do this by law but it was another sign that DPG knows what theyre doing and is an honest business. -- Addendum: I see a review on here saying that Dan is rude and would like to add that thats just him being very straightforward and honest. He is very blunt and to the point, which I appreciated. He just says it like it is and if his personality rubs you the wrong way, just know that hes an honest businessman and isnt going to rip you off.
5 /5

Merrell Benco Insurance Agency - Monticello

John Makovic Great company for all your insurance needs. Entire staff is Amazing… especially Juanita and Dawn. I have been insured through MBIA for well over 20 years w various policies.
5 /5
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Edelman Financial Engines - Rochester

Sam Snowden Just great!!
5 /5