Keywords: Financial rochester wealth management group ny

Rochester Wealth Management Group - Rochester (NY)

Address: 🏡 706 East Ave Unit 300, Rochester, NY 14607, USA
Phone : +1 (585) 325-1040
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJm3ItGqC11okRGdkWTps9H4A
#New York

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

Orla Wealth Management, LLC - Syracuse

k hunn Ive had the pleasure of working with Terri Krueger for nearly a decade. Throughout our partnership, she has consistently proven to be incredibly trustworthy with handling finances, reliably available, and dedicated to staying updated on financial market trends and developments. She has a genuine concern for others and contributes to charitable causes. Because of her remarkable generosity and extensive knowledge she has received numerous awards and global recognition. I would recommend her business and give it the absolute highest rating.
5 /5

OneMain Financial - Bath

Randy Emond Called them up had me in the office within two days and walked out with an amazing experience
5 /5

Niagara County Social Services - Lockport

Michael Biles People who work there were very nice. They took care of my problem in 5 minutes. I can only say thank you so much.
5 /5

NBT Bank - Herkimer

Chuck Rasch Excellent service and very friendly employees. Great bank for start up accounts for kids!
5 /5