Keywords: Financial nbt bank ny 12068

NBT Bank - Fonda (NY)

Address: 🏡 34 W Main St, Fonda, NY 12068, USA
Website: https://www.nbtbank.com
Phone : +1 (518) 853-4621
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJy65decON3okRiUu6PowjNjA
#New York

Thoroughbred Advisors - Financial Advisors - Latham

Jessica Preston Ive had such an incredible experience with Conor and his team at Thoroughbred Advisors! I am a 27 year old self-employed person. Financial planning has always been something that has confused and overwhelmed me. Conor is the only person who has ever explained everything in detail to me, in a way that I completely understand. He has all the patience in the world, and is very detail-oriented. He truly has his clients best interests at heart, and he goes above and beyond for them. He has helped me with all of my financial planning including retirement planning, and life insurance. I now feel CONFIDENT and EXCITED about my financial planning, rather than overwhelmed and confused. I truly cant express the gratitude I have for Conor and his team. I feel so fortunate to have this team of independent financial advisors helping me. If you are looking for a financial advisor, absolutely look NO FURTHER! You will find no better than Thoroughbred Advisors! Thank you Conor!
5 /5

Steven Silber, CFP , CLTC - Bayside

Cindy Fata Steve Silber has been extremely helpful in getting my finances in order. Time and again, he has gone the extra mile to insure that everything is thorough and complete. He is prompt in responding to my questions and concerns, explaining with knowledge and patience. Last but certainly not least, I feel so comfortable discussing financial goals with Steve because he listens to and addresses my needs and goals.
5 /5

Creative Financial Planning, Inc. - Nyack

Adam Lipson Creative Financial Planning is a good alternative to using a high cost, large brokerage. They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities. They feel that their success is tied to the success of their clients.
5 /5

OakWood Financial Services - Rochester

Gary Goldstein Excellent customer service and information for financial planning!
5 /5