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Merrill Lynch Wealth Management Advisor M Keefe Gorman - Ithaca (NY)

Address: 🏡 235 S Cayuga St Suite 100, Ithaca, NY 14850, USA
Website: https://fa.ml.com
Phone : +1 (800) 815-5796
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEZV_BPGB0IkR-MkHtwWQ6QE
#New York

Generations Bank - Waterloo

Deb DiMatteo Generations Bank has been wonderful for our family. My 97 year old mother gets cash to pay for things and she writes out exactly what she wants in a variety of bills. The staff are very patient with her and cheerful to us.
5 /5

Abaya Wealth Management LLC - Buffalo

Shaynah True I have worked with Taunya for several years after she came highly recommended. She is a hardworking professional who cares for her clients. Her blog posts, extra resources, and personal touches are spot on! As a young woman, I love working with a strong female advisor. Taunya’s care has grown my financial literacy, and I feel confident about my future.
5 /5

Fidelity Investments - Albany

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.
5 /5