Keywords: Financial ohaver financial llc dba nichols financial services ny 13165

OHaver Financial LLC DBA Nichols Financial Services - Waterloo (NY)

Address: 🏡 9 E Main St, Waterloo, NY 13165, USA
Website: http://www.ohaverfinancial.com
Phone : +1 (315) 539-9138
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJIVAnpYLJ0IkRxHmau-wTk90
#New York

The Empire Branch | Equitable Advisors - Williamsville
Jake Cooper I work with Dan McAuliffe and his team. He is innovative with how he reduces risk and has far lower costs than the others I spoke to before moving my portfolio. I would highly reccomend working with Dan McAuliffe and his team at Equitable Advisors. Lastly if communication is important to you they have a proactive seevice model, I am constantly getting unprovoked updates!
5 /5

The Sheridan Group - New Hartford

Eudaimonia Wealth - Buffalo
Kelly Willson I have had the pleasure of working with Brett Koeppel twice. He is just terrific. My husband and I sat with him last year to begin our retirement planning. He was prepared, knowledgeable and kind. Brett treats you with respect and has a quiet confidence that just sets you at ease. There is no hard sell, just a calming influence and facts. We hadn’t talk in many months and then I was tasked with settling my father’s estate. I called him up and he made time for me and talked through everything in a way that was logical and easy to understand. I highly recommend Eudaimonia Wealth if you are in need of financial planning.
5 /5

Northwestern Mutual - Potsdam

Mertiri & Associates CPA PC - New City
Steven Peer I have used Mertiri & Associates for years now and they are by far the best accountants I have ever worked with. Ed and Ervin always are available to communicate if I ever need something and have always resolved any issues I’ve had. Highly recommended if you want to start saving money on your taxes and not get taken advantage of by other accountants who don’t know what they are doing. Thank you again for everything!
5 /5

Finger Lakes Financial Group - Cortland

Edward Jones - Financial Advisor: Kevin H Brown - Oneida

NBT Bank - Cortland
Lugene Duso Tony Dannibale, NBT Bank, 1125, State RTE 222, Cortland, NY AVP, Retail Market Manager, was a true pleasure to work with and went above and beyond in helping me during the covid lockdown. I would highly recommend his branch to anyone that is looking for a personal contact that will get the job done!
5 /5

AJF Accounting & Tax Services - Norwich
Gabe Cruz Steve is great to do your taxes with! I highly recommend going to him! Hes very friendly and professional!
5 /5

Northwestern Mutual - Rochester - Pittsford