Keywords: Financial joseph taranto mortgage loan officer ny

Joseph Taranto - Mortgage Loan Officer - Monticello (NY)

Address: 🏡 463 Broadway, Monticello, NY 12701, USA
Phone : +1 (914) 760-7229
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJhXIJWi-x3IkRg0v9s5AM4Lg
#New York

Nicholas Galletta - Prudential Financial - Riverhead

Ricky Kruger After going through many financial advisors over the years who would tell you what you want to hear and never follow up after getting your business, I was finally able to settle on Nicholas Galletta at Prudential. He is very helpful and knowledgeable and was able to answer every question I asked in great detail. He provides great work and is always available if I have any questions about anything.
5 /5

PureVest - Staten Island

Joseph Ranola From the first time I sat down with Jason from PureVest he was prompt, professional and made me feel fully comfortable with his recommendations and approach. I never felt pressured and he made sure I fully understood everything we spoke about. Fast forward until after he’s managed all my accounts for a while and I couldn’t be happier with PureVest as my choice. Highly recommend Jason and the team.
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

Fort Edward Village Office - Fort Edward

Taj McWilliams The staff there is very Rude and unprofessional. Peter Amorosi is a disgrace to the town and swears to the public assuming he has authority over us which he has non. Very rude and unprofessional. Star ratings is a 1 for there rude personnel. There is a Cop who violated an auditor’s rights and should be reprimanded. He did no investigation and violated a person’s first amendment right. Fix this Now!!!!!
1 /5

NEXT Financial Group, Inc. - Ravena

Michael Davis Peter has straightforward advice thats reasonable and so important for individuals & families. Love his radio program.
5 /5

KeyBank - Johnstown

Cody O’Meara I opened an account here this week online. I had to go in to do a first time withdrawal as the debit card hasnt come in yet. I had the most nicest and professional bank teller. I normally dont ever go inside the banks, but this was a nice benefit at the Johnstown branch for needing to go in on this occurrence.
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