Keywords: Financial independent financial services ny

Independent Financial Services - Kingston (NY)

Address: 🏡 60 Pearl St, Kingston, NY 12401, USA
Phone : +1 (845) 339-0900
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJMS-IW3gP3YkRyNSksFj-IVY
#New York

Canton Village Clerks Office - Canton

Nathaniel Todd When I have had questions or needed forms the village clerk has been helpful.
4 /5

Oswego County Federal Credit Union - Oswego

thewhitecrow61 The girls in the Mexico office are so great. They are very thorough and always make me laugh or smile. Its nice to be able to go to them for anything knowing they will do what they can to help. Outstanding people
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