Keywords: Financial paul bello tiaa wealth management advisor ny

Paul Bello - TIAA Wealth Management Advisor - White Plains (NY)

Address: 🏡 4 Westchester Park Dr #150, White Plains, NY 10604, USA
Phone : +1 (800) 842-2011
map

Weekly Open time:

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

Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - Staten Island

Kris Sauza I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.
5 /5

Skye Financial Services - Little Falls

Ally Cummings Amazing! Tax season can be stressful and when you add multiple states and jobs to the year, that takes the stress to a new level. Skye Financial Services made filing my taxes easy, they explained everything to me when I had questions, and even a scheduled a second follow up so they could look through it all with a fine tooth comb to set me at ease. I would recommend them to anyone who needs help with their taxes and will definitely use them again when filing in 2023.
5 /5

Diane Kingsley: Primerica - Financial Services - Whitesboro

danielle pendolf She was amazing! I highly recommend her to help with whatever financial help you need. She’s wonderful!
5 /5

Hyland Partners, Inc. - Canastota

Zarina Fuentes I highly reccomend Hyland Partners! My husband and I are identity theft victims and traditional financing was not an option for us. Alicia worked with us from day 1! She knew what we were looking for and found us the perfect slice of heaven for us to call home. They do not judge your situation they go above and beyond to help get you into a home. They dont ask for much in return, just honesty, on time payments and above all communication. Alicia made this experience for us so amazing, I had tears when we signed the papers. We have a beautiful house that we have made a home in a very quiet area. Hyland Partners gives everyone a chance. They gave us the chance we needed. Personally I will be forever grateful!
5 /5

Note Advisors, LLC - Buffalo

john patti Shawn is very knowledgeable and makes it clear that there isn’t just one answer for everyone. He makes sure he understands your individual circumstances and goals.
5 /5

St Lawrence County Social Services - Canton

Carrie They were very polite and helpful. I didnt have to wait very long to be seen and they worked very efficiently. The best experience Ive ever had there, hands down.
5 /5