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Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC - Owego (NY)

Address: 🏡 184 Front St, Owego, NY 13827, USA
Phone : +1 (607) 223-4603
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJLaCpwVqX2okRffkZyaejgJY
#New York

Hudson Financial, a subdivision of Pioneer Wealth Management - Hudson

William Toussaint The experience at Fidelity Investments was very professional and courteous. Alexandra was diligent, knowledgeable, patient, and thorough. She took time to explain the processes involved and was invested in the client. I highly recommend Fidelity Investments based on my interaction.
5 /5

OakWood Financial Services - Rochester

Gary Goldstein Excellent customer service and information for financial planning!
5 /5

Edson De La Cruz - TD Wealth Financial Advisor - Kew Gardens Hills

Shamual Nektalov Omg i had the worst experience ever there.I just came in, and this lady named Snagreta looked at me like I was an illegal alien and didnt even ask me what I needed if I wanted to speak to a seller or nothing.She just disregarding me as if im not a human being. This place needs new employment. $ Fire Sangreta
1 /5

Alfredo Louk: Primerica - Financial Services - Brooklyn

Nirmala Sookiram I have been working with Alfredo Louk for over 10 years. He has helped me with a plan for my financial future. He is knowledgeable and has the ability to explain financial strategies to meet your specific goals and needs. Highly recommend you to reach out for your financial education.
5 /5
nbt bank ny 12901

NBT Bank - Plattsburgh

Casey Desrocher Their wonderful people who know you by your first name and very friendly willing to help you with anything I recommend this bank.
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