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Justin Semke - Financial Advisor, Ameriprise Financial Services, LLC - Poughkeepsie (NY)

Address: 🏡 488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603, USA
Website: https://www.ameripriseadvisors.com
Phone : +1 (845) 452-9267
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJfSzTJp0_3YkRbAy-sipMP4Y
#New York

Beginnings Credit Union - The Commons - Ithaca

Amber Donofrio I typically go to the Meadow Street branch and always have a positive experience there, but this location on the Commons is really convenient, especially since neither branch is open on Saturdays anymore so it can be harder to fit in a visit in-between work. The issue is that CFCUs "transformation center" is confusing. After a few years, I still dont know what the term "transformation center" even means. Its nice if you just need to use the atm, but its unclear what other services the branch offers or doesnt offer, as its set up more loosely than a typical bank location. Its also sometimes unclear who to speak to and there can be a line as theres only one teller. Im happy we have a location downtown, but wish it was a more traditional branch. I will say the 24-hr atm access is very convenient, though.
3 /5

Morgan Stanley Financial Advisors - Riverhead

Neil Penkower Excellent. Very professional and extremely responsive. We accomplished a great deal in very little time. Have recommended Jesse to many of our friends.
5 /5

Delise Whitfield: Primerica - Financial Services - Rochester

Kelli James Delise was absolutely amazing! She made the entire life insurance process so smooth and stress-free. She took the time to explain everything in a way that was easy to understand, and made sure I was fully set up with the right coverage. Her professionalism, patience, and knowledge really stood out. I highly recommend working with Delise!
5 /5

Perigon Wealth Management - Syracuse

Hope Bronsky Blue Water has been managing my 401k plan for the past year. Thus far, they have been an absolute joy to work with! They are extremely knowledgable and they are always quick to answer any questions I may have. I appreciate their educational suggestions when it comes to building my portfolio!
5 /5