Keywords: Financial kwm wealth partners ameriprise financial services llc ny

KWM Wealth Partners - Ameriprise Financial Services, LLC - Goshen (NY)

Address: 🏡 25 Main St Ste 3-2, Goshen, NY 10924, USA
Phone : +1 (845) 368-2900
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJG87pn9WVwokRs7QRGsheLJ4
#New York

Tompkins Community Bank - Cortland

Rebekah Williams Best bank around, my parents always had their accounts with them all their lives
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

Alternatives Federal Credit Union - Ithaca

D A I live pay check to pay check and Ive gotten a car loan and a personal loan from this bank, both without issue. I havent tried calling for customer service as other people complain about but going through the app Ive gotten immediate responses. Theyve never made errors or done me wrong, and are a HUGE upgrade in every way from my experience with Tompkins trust in trumansburg. Night and day difference, and Im thankful they exist.
5 /5

Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners - Syracuse

Michael Meath We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments. We have relied on them for literally every major financial decision we have made in recent years... and the peace of mind they provide with down-to-earth, practical advice helps us feel confident in our situation. First-class group of people. Call them if you arent already a client!
5 /5

New York University Federal Credit Union - Mineola

Raymond Lewis One of the Best credit union ever! They were knowledgeable in all aspects,Pertaining to All Different types of accounts. Will be back soon with my information to open my account. Thanks Sophia.
5 /5

Solutions Credit Union - Elmira

Richard Kennedy Many good years of service i recommend friends and family average banks have so many excessive fees that it is pleasant here with affordable loan rates
5 /5