Keywords: Financial lynch wealth strategies ny

Lynch Wealth Strategies - Goshen (NY)

Address: 🏡 3 Coates Dr Ste 5, Goshen, NY 10924, USA
Phone : +1 (845) 294-3456
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ5TreQ58uw4kRt99_Iot4HXE
#New York

Broadview Wealth Management - Albany

Wendy OShea This is the new main headquarters for Capcom. It has everything you could need from any of the branches. If they offer the service it can be handle at this location. Capcom does everything to make you feel comfortable and they are very helpful.
5 /5
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K D Sullivan Wealth Strategies - Lockport

Kevin Connolly Great understanding of clients needs. Is a fiduciary that has the best interest of the client.
5 /5

Greenbush Financial Group - Albany

Stephanie Langer Found Michael Rugers YouTube and blog post regarding inherited IRAs. He gave a more clear and understanding explanation of the 10-year Rule and Designated Eligible Beneficiaries. His posts are more current than any others I found. Michael also responded to my inquiry within 24 hours; which surprised me since I was expecting a later response since I sent my message so close to April 15, assuming he would be busy assisting his paying clients in preparation of tax day and with questions regarding the current bouncing of the stock markets.
5 /5

Canale Insurance & Accounting - Oswego

Kim Bush In the middle of January I emailed Canale Insurance on a Sunday morning asking for a quote for home owner & vehicle coverage and expected a call or email sometime on Monday. Literally within a few minutes I received an email from Dave. Within a few days it was a done deal! He saved us THOUSANDS OF DOLLARS between home & vehicle insurance!! So, took it one step further and had them file our taxes and our daughters and it was very very reasonable for the cost! Stopped in to sign and pay and they took care of the rest!! Best part is they are right around the corner from our house!!! I have emailed Dave a few times for follow up questions and he’s always responded very quickly!!! Thank you Canale Insurance for taking great care of us!! You’ve got our business!!! Your friends - Jeff & Kim Bush & of course Lauren!!!
5 /5

Madison County Social Services - Wampsville

joshhill212 Pretty great Department Of Social Security. Never any long lines, & am always seen the same day for walk-ins. The Social Workers are always kind & helpful. These people have helped me through some very hard times more than they could ever know. I very much appreciate them. However, sometimes they do fail to call back the same day, when they say they will. Although, that is an issue with every institution where I am told I will receive a call back. At least with Madison County DSS, most of the time if I dont get a call back the same day, I do still receive a call back the following day (Which Is Still Far Better Than Most).
5 /5