Keywords: Financial paul j miosi private wealth advisor ameriprise financial services llc ny

Paul J Miosi - Private Wealth Advisor, Ameriprise Financial Services, LLC - Owego (NY)

Address: 🏡 184 Front St, Owego, NY 13827, USA
Phone : +1 (716) 831-8944
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ8QuMx3GX2okRRsh__eWJ7R8
#New York

Shaun Roberts Associates, Ltd - Staten Island

robert delaney Shaun is extremely knowledgeable on all aspects of tax preparation. I felt he helped me get every last penny due to me !!!! Highly recommend !!!!!
5 /5

OHaver Financial LLC DBA Nichols Financial Services - Waterloo

DJ P Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.
1 /5

Bouchey Financial Group, Ltd. - Saratoga Springs

Mary Picerno I have appreciated my 10 year relationship with Bouchey Financial, and so has my family. Its been helpful and convenient to consolidate my retirement and investment accounts in one place so I can see the bigger financial picture. I have always found Martys guidance and our in-person meetings helpful. Marty and Sam are creating a flexible retirement plan that will help me prepare for my eventual retirement, and adjust as I age. I really appreciate that! Im grateful for all the support over the years! Thank you!
5 /5

Echelon Wealth Advisors, LLC - Rochester

Cindy McKeraghan Clean nice offices. When the office staff commented a room was hot it was fixed quickly
5 /5

Mid-Hudson Valley Federal Credit Union - Kingston

manon fancher Just opened two accounts at this fabulous bank. I was surprised at how easy and smoothly it went. Usually it takes a lot longer. I got checks, debit card, two accounts in a short time. All questions answered. Only question I have is why would I ever bank anywhere else. The people who work there are really wonderful.
5 /5
edward jones  financial advisor: thomas k dalton cfp®|aams®|crpc™ ny

Edward Jones - Financial Advisor: Thomas K Dalton, CFP®|AAMS®|CRPC™ - Lockport

Robert Luskin Very knowledgeable about market concerns. With Tom you are not just a number , he consults you in what’s in your best interest. Friendly and courteous .
5 /5