Keywords: Financial precision wealth management ny

Precision Wealth Management - Elmira (NY)

Address: 🏡 100 N Main St #201, Elmira, NY 14901, USA
Phone : +1 (607) 846-2146
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ9dCPPwAV0IkR7raE9SA1KmQ
#New York

Merck & Shumen CPAs - Kingston

Elizabeth Coutant Very friendly and professional and quick response
5 /5

Inspire Investment Solutions - Staten Island

Gina Russo We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”
5 /5

Chenango County Social Services - Norwich

Geneia Rood I just got off the phone with a woman named Lynn and she was extremely rude to me as well my public assistance was denied and I was just asking why and she said “you did not report that u applied for unemployment” then said that when she looked to see if I had applied and that they hav acess to see if I did that I didn’t! I was very confused and with all of the call volumes of calls to unemployment I wasn’t able to get through for weeks! At the end of the phone call she hung up on me! She wouldn’t let me talk and she was not professional at all!
1 /5

Cliff Ketchum Bookkeeping Services - Norwich

Theresa Schultheis Cliff and his staff are very helpful. Been going there for 4 years and will continue. Son will be gping to him this year also.
5 /5

Trustco Bank - New City

Maria Toscano I had the best experience working with Peter to obtain a mortgage pre-approval. The process was easy and processed expediently. I have always found Trustco to have great products and professionalism in their customer service.
5 /5