Keywords: Financial national tax and financial services formerly gilman ciocia ny

National Tax and Financial Services (formerly Gilman Ciocia) - New City (NY)

Address: 🏡 20 Squadron Blvd # 570, New City, NY 10956, USA
Phone : +1 (845) 639-7389
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJpUwgA6jDwokRin3cAk564Q0
#New York

M&T Bank - Monticello

Sha Fay I have been using this bank for 5 years and all of the workers are so nice. My entire family banks here as well.
5 /5

SUNY Geneseo Federal Credit Union - Geneseo

matthew austin Barb and staff are friendly and will work with you to get the best deal, even if it isnt with them.
5 /5

Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY - Harrison

Gary Burchik One of the things my wife and I are grateful for this holiday season is having met with Laura for the first time back in 2018. Over the years she has helped us get our financial lives in order. Each time we meet we cover new topics and opportunities to tweak our investments and guide us toward a comfortable retirement. She understands our risk tolerance and has our portfolio well balanced. Laura also has valuable connections to help with other aspects of our lives such as preparing a will, and health care proxies. We highly recommend her!
5 /5