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Merrill Lynch Financial Advisor Eric Cassalina - Poughkeepsie (NY)

Address: 🏡 2649 South Rd, Poughkeepsie, NY 12601, USA
Website: https://advisor.ml.com
Phone : +1 (845) 431-2290
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJm8M5cuw_3YkRKctj5-_xgWA
#New York

NBT Bank - Oswego

Katherine Great location. Friendly staff and workers. I am able to get in, do what I got to do, and get out. Ive never waited more than 10 mins here, which is awesome. Thank you!
5 /5

Hudson Valley Credit Union - Carmel Hamlet

Erin D I absolutely love this location. Everyone I have spoken to and worked with has been very friendly, helpful and accommodating. The tellers here have been able to help where another location, Mahopac, has not. They go the extra mile to provide outstanding customer service and I highly recommend the Carmel location to everyone.
5 /5

Warwick Valley Financial Advisors - Warwick

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.
5 /5

Coinstar Kiosk - Oneida

Douglas Hillman Dont forget they charge 10% to count your loose coins and convert them into cash. Your bank will probably do it for you at no cost
3 /5

Cattaraugus County Bank - Little Valley

Colville Outfitters There isnt a better bank in the WNY region that CCB. I am dealing with them on a loan and their people are second to none. If your looking for financing dont miss out on checking with this incredible group of individuals. They really care about the community and the people who live there. I went through many banks before finding CCB and I am so glad I was pushed into that direction by a friend. I never received this sort of attention from M&T bank who I have been banking with for 30 years. Do yourself a favor and check with this bank for all your lending needs.
5 /5

Transparent Wealth Consulting, LLC - Lakeville

Murphy John I have always had a good experiance with TWC especially when it came time for me to attend college. Colleen has always done a great job of explaining the details and helping me understand my account. I know exactly where my money is, what I am investing in, and can access my account details at any time. This is such a safe and professional business and I would recommend to everyone.
5 /5