Keywords: Financial pm accounting ny

P&M Accounting - Monticello (NY)

Address: 🏡 464 Broadway, Monticello, NY 12701, USA
Phone : +1 (845) 791-1352
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQ7VNw8qw3IkRAs7cLrsTq6E
#New York

First Choice Financial Federal Credit Union - Gloversville

Deandecuyke Decuyke The staff in this bank are amazing professionals excellent to do business with every time I go there a first class experience the nicest people always!!!!
5 /5

TIAA Financial Services - Ithaca

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.
1 /5

Pioneer - Troy Branch - Troy

Lisa Aiello Our company made the decision to switch out accounts over to Pioneer Bank after a virtually non existent relationship with our current bank. Christina has been such a pleasure to work with, and from the start, she has gone out of her way to provide us with amazing service. She has been invaluable with helping us navigate the SBA resources available during this crisis, and has worked hard to make sure our business has the resources that it needs. We couldnt be happier with Pioneer!
5 /5

Buffalo Wealth Partners - Ameriprise Financial Services, LLC - Williamsville

JUDITH BEHREND Excellent communication from Mike. Follow up top of the line-thanks Mike
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

PLS Check Cashers - Bronx

Noel Valerio My client—who is elderly and does not speak English—came to this place of business to redeem some money orders. She could not stop telling me how caring and compassionate a young woman working there was to her. The young woman did not rush my client, listened carefully to everything she said, and offered creative solutions to her logistical headaches. Customer service comes from a desire to please. The young woman has that in spades. Continue being you.
5 /5