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

Address: 🏡 4 Westchester Park Dr #150, White Plains, NY 10604, USA
Website: https://locations.tiaa.org
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

H&R Block - Delhi

Charles Rivers Adam was very social and has a wonderful sense of humor . He has performed this service for me two years ago .. always a pleasure to have my taxes done at H&R Block
5 /5

Hawkes Wealth Management, Inc - Binghamton

Robert Spanley They have been helpful with needs and he explained everything to me.
5 /5

Visions Federal Credit Union - Norwich

Mrs R Koni Best bank Ive ever done business with. All other banks had hidden fees, did not offer "real" time banking, and were just stressful to deal with. Ive been a member of vfcu for four years now and no problems at all. The staff are friendly, Knowledgeable, and know me by name. Only downside that I can think of, its very hard to reach a live representative by phone.
5 /5

Imperial Financial alliance - Flushing

Tiger Wong Youfu Business Alliance is a trustworthy and professional team! I didnt know much about life insurance before, and I was always worried about buying the wrong product or not having adequate protection. But here, the consultant patiently understood my needs and tailored a suitable life insurance plan for me. He also provided me with a detailed retirement plan, which made me more confident about my future life. The whole process was very professional and the service was sincere. I highly recommend it to friends who need life insurance or retirement planning.
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