Keywords: Financial lincoln investment planning ny 13501

Lincoln Investment Planning - Utica (NY)

Address: 🏡 239 Genesee St # 205, Utica, NY 13501, USA
Phone : +1 (315) 738-9401
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJu5YbWSZH2YkRwqLTcCG0w3c
#New York

Winters Amy a CPA - Cortland

Candy Corn I called this office because I wanted to change my federal income tax withholding, and I wanted help with the W-4 form. I made this very clear when I scheduled the appointment. I showed up to the appointment with all my documents and was told by Amy well nothing is standing out as looking off and she wanted to file my taxes first and then we could change my tax withholding. She didn’t file my taxes at that appointment she said she would call me when they were completed. Over a week later I receive a call that my taxes were completed and to come pay the invoice. I inquired about the W-4 form and was given the run around by the receptionist. I showed up to pay the invoice and explained the W-4 form was the purpose of the appointment. She explained Amy was busy with a client and couldn’t talk to me right now. I have called this office multiple times and I always get the run around, “Amy is busy filling taxes.” It has been over a month since I have last called the office, and I have not received a call back. I could have dropped my taxes off at H & R block, I went here because I needed help changing my tax withholding. It very sad that people continue to run dishonest businesses.
1 /5

ATAX - Mount Eden, Bronx, NY - Bronx

Melissa Vasquez Do not go to her. She used google translate on my brothers application for DACA, worst translation ever. This was back in 2016, she shouldn’t work on any documentations if she can’t translate them to proper English. Don’t waste your time nor money. Very unprofessional Katiuska Tejeda !!
1 /5

Wells Fargo Advisors - Elmira

Wendy Shutter My husband has used Andrew Smith (and his father) as his advisors for most of his life. Now that hes ready to retire its wonderful to see how their planning has paid off with another source of guaranteed income. To some of the negative posts on this site, people should understand that Wells Fargo Advisors is not a bank.
5 /5

Bank of Richmondville - Schoharie

Terry Mudge They wanted me to wait 2 weeks for a proof of funds letter, so I could make an offer on a house.. Ive never seen such HORRIBLE customer service.
1 /5

S.E.E.D. Planning Group - Fee-only Financial Planning by Fiduciaries - Binghamton

Jason Aurelio S.E.E.D is redefining the experience of working with an financial advisor. They are a tremendous team to do business with and I especially like the questions they asked me on how I define wealth.
5 /5

Leigh Baldwin & Co LLC - Norwich

Mark Wuerschmidt Excellent as usual, recommend them as we have had great experience with them for many years.
5 /5