Keywords: Financial integris financial group ny 14094

Integris Financial Group - Lockport (NY)

Address: 🏡 5860 Snyder Dr, Lockport, NY 14094, USA
Phone : +1 (716) 438-0988
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJCwYLf9x404kRHEGqrIEyTIU
#New York

Dec & Benson CPAs - Oneida

Ian Mccray Does my taxes, have never had a problem. Very timely and efficient.
5 /5

Great Lakes Asset Solutions - Lockport

Tradz LLC We were a "Vendor" for Great Lakes, we did the work that was agreed in writing, we invoiced it and we got paid, they are true to their word. Thank you!
5 /5

Citizens - Johnstown

RESA CHADLEY They are always best citizens staff
5 /5

Creative Financial Planning, Inc. - Nyack

Adam Lipson Creative Financial Planning is a good alternative to using a high cost, large brokerage. They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities. They feel that their success is tied to the success of their clients.
5 /5

Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY - Harrison

Gary Burchik One of the things my wife and I are grateful for this holiday season is having met with Laura for the first time back in 2018. Over the years she has helped us get our financial lives in order. Each time we meet we cover new topics and opportunities to tweak our investments and guide us toward a comfortable retirement. She understands our risk tolerance and has our portfolio well balanced. Laura also has valuable connections to help with other aspects of our lives such as preparing a will, and health care proxies. We highly recommend her!
5 /5

Miller/Howard Investments - Kingston

Pine Forest I read Millers book "The Single Best Investment," and many other investment books, before I started getting seriously into the stock market in 1998. Millers investing philosophy strongly attracted me, and Ive been doing it pretty much "his way" ever since. I even exchanged several emails with him back then and found him responsive and engaging (we disagreed about Crown-Pacific, heh-heh). A great intellect. Miller is a nationally recognized expert on utilities, and his funds tend to focus on them. Im so glad I discovered his book and was influenced by his rational approach to investment. Although I run my own portfolio of individual stocks, if you dont have the time, inclination or knowledge to personally manage your investments, I recommend the Miller/Howard options without reservation.
5 /5