Keywords: Financial guided professional solutions llc ny

Guided Professional Solutions LLC - Staten Island (NY)

Address: 🏡 1000 South Ave #103, Staten Island, NY 10314, USA
Website: http://www.guidedprosolutions.com
Phone : +1 (718) 551-9665
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJhzyW8UW1w4kRtyKk7wnwtus
#New York

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

Mid-Hudson Valley Federal Credit Union - Kingston

Gary Langton Despite a rocky start with MHVFCU where my customer service experience was less than stellar, Theresa Higgins took charge of the customer service issue to go above and beyond to resolve my issue. She went out of her way to stay with me while I confirmed my problem was resolved and even later followed up with me by calling me to ensure I hadnt experienced any further issues. Theresa is a credit union superstar who I give an A++ for customer service in this impersonal world of AI bots and AI-driven automated customer service engines that are more frustrating than intelligent! Kudos to Theresa and MHVFCU for their commitment to customer service.
5 /5

David Allen LPL Financial - Owego

James Mead First Class Operation and Second to no one!
5 /5
john bartlett ny

John Bartlett - Watertown

z seitzer All our questions during the homebuying process were answered and everything was explained well. This knowledge and willingness to help made the process much less stressful. I would definitely recommend John and Movement Mortgage.
5 /5

First Choice Financial Federal Credit Union - Gloversville

Deandecuyke Decuyke The staff in this bank are amazing professionals excellent to do business with every time I go there a first class experience the nicest people always!!!!
5 /5

Supreme Lending - Cortland

Emmilie Oudekerk Paragon Home Loans was super helpful in not only helping me find a loan but putting me on the right track to obtain a loan! They were very receptive and always willing to answer questions! Jackie was so educating on what I was doing what I needed and how things worked! Because buying a house is such a big thing and I was completely clueless! I really appreciate how personal the interactions where with all the employees do Paragon Home Loans, it was more than just another client to them! I am super grateful for all their help and hard work!
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