Omni Financial Advisory Group - Poughkeepsie (NY)

Whatchagonnado It’s very unfortunate that the City of White Plains has an employee like Terrence Conroy. Simple questions he can’t handle, unprofessional, raises his voice for absolutely no reason, short responses with no resolution, a clearly insecure tough guy persona over the phone of course.

Craig Zachary Been trying to liquidate an account since November 22nd, 2017 after I received notice it would roll into an IRA. Company hasnt been able to deliver to address on profile originally, updated address on 12/28/17 after multiple failures getting to my address. Now its 1/11/18 and I had to call once again to figure out why I havent received payment. Gentleman on the phone had an attitude with me when I got annoyed that despite documentation sent to them to change my address - they still sent it to the old address. We will be going almost two months without receiving anything. I am glad I do not have to utilize this company for investment options anymore.

Amanda Bicknell Very friendly and helpful.

Tracy Tyler They are so sweet and willing to help...all of the girls LOVE my service dog!! My Lil Finn has captured their hearts!!

k hunn Ive had the pleasure of working with Terri Krueger for nearly a decade. Throughout our partnership, she has consistently proven to be incredibly trustworthy with handling finances, reliably available, and dedicated to staying updated on financial market trends and developments. She has a genuine concern for others and contributes to charitable causes. Because of her remarkable generosity and extensive knowledge she has received numerous awards and global recognition. I would recommend her business and give it the absolute highest rating.