Keywords: Financial ria money transfer agent ny

Ria Money Transfer Agent - Carmel Hamlet (NY)

Address: 🏡 1741 US-6, Carmel Hamlet, NY 10512, USA
Phone : +1 (845) 228-0053
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJpxXRSapN3YkRkXw-geTaTl8
#New York

Pinnacle Investments, LLC - East Syracuse

Marie Rhodes Ive had the easiest process setting up retirement accounts with Joe. He goes above & beyond to help me understand things in an area I am not familiar. He has been timely, patient, and all I could ask for!
5 /5

Rochester Financial Services - Pittsford

Scott Carlton Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.
5 /5

Connell Financial Group LLC - Camillus

Amy Walowsky We highly recommend Connell Financial Group.
5 /5

MK Financial Group LLC - Staten Island

Darius Jones Great experience! I would definitely recommend to any investors looking for funding! Ive done business with Marie in the past and got an opportunity to work with her and her new company and they did a great job! Her and her team are very responsive, and communicate well which is EVERYTHING when you have tons of money on the line. Throughout the process I was well informed and when I had a question I was fortunate enough to get immediate responses and help. They dont push you to the side like some of the larger companies, theyre small enough to be able to treat you like the ONLY ONE :) but big enough to get the job done! I look forward to more funding with them in the future. Thanks again MK Financial!!
5 /5

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