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

Rochester Wealth Partners - Pittsford

Liam Mears I’ve had a great experience with this group - Kevin is a phenomenal wealth manager
5 /5

Del-Sette Capital Management LLC - Schenectady

JENNIFER RUDERMAN Bill and his staff are courteous, caring, incredibly helpful, and most importantly, trustworthy. I would highly recommend them to anyone who is in need of solid financial advice and management. They will listen, and tailor a plan that can fit with an individuals goals and risk tolerance. I cant say enough about how much theyve helped me, and other members of my immediate family.
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

OneMain Financial - Elmira

Mary Hancock They were very accommodating and understanding
5 /5

First Source Federal Credit Union - Herkimer

Mariska Miller First time at this branch. Seven bank tellers present, only one actually working to assist bank members. Other six workers havent even acknowledged that we had been sitting in the drive thru waiting for any signs of life for over 10 minutes. On the bright side, when one of the six doing seemingly nothing finally came over to assist us, she was reasonably pleasant and helpful.
2 /5