Keywords: Financial morgia wealth management ny

Morgia Wealth Management - Watertown (NY)

Address: 🏡 151 Mullin St, Watertown, NY 13601, USA
Phone : +1 (315) 222-7148
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJZ25ymeNv2IkRuWW82qUmOnE
#New York
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OneGroup (Sid G Spear Insurance Services, Inc.) - Malone

Jen I have used Sid G Spear for many years, for all of my familys insurance needs. Through the years Carrie and Diana have provided us with exceptional service, from the occasional call to remind of an upcoming payment, to out of the blue calls to let me know there may be a cheaper policy or carrier available to us they always go above and beyond to ensure we have the coverage we need at the best price available. So grateful for all the extra care that they put into their jobs and the friendly service I receive with every interaction.
5 /5

Community Bank, N.A. - Geneseo

Sean Harris Local, friendly, straight to the point, knowledgeable and helpful. Everything I want in my bank. A bank that doesn’t want to get “too big for their britches” and cares about the customer. I’ve been very happy banking here for over 20 years.
5 /5

TIAA Financial Services - Ithaca

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.
1 /5

Shaun Roberts Associates, Ltd - Staten Island

robert delaney Shaun is extremely knowledgeable on all aspects of tax preparation. I felt he helped me get every last penny due to me !!!! Highly recommend !!!!!
5 /5