Keywords: Financial roth wealth management ny

Roth Wealth Management - Oswego (NY)

Address: 🏡 218 W 8th St, Oswego, NY 13126, USA
Phone : +1
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJm1skpoJ914kRZi2seNlvD-0
#New York

Broadway Advisor Group, LLC. - Albany

Rebecca Halpin Great group, very helpful. Would highly recommend!
5 /5

Corning Credit Union - Elmira Branch - Elmira

Bryan Macarthur Great rates on all my loans truck and motorcycles. Cortney Parker in the Elmira branch is a darling to deal with very helpful.
5 /5
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OneMain Financial - Canandaigua

Cathy Williams They are so helpful and kind and walk you through the whole process.
5 /5

Bank of America Financial Center - Elmhurst

lily white I needed open an checking account and asking questions about my car loan, visited this branch first thing in the morning. As soon as I walked in, I was greeted by a bank specialist, didn’t have to make appointment he looked at my ID and tell me to sit down and I will be the next to be seen. I had Mr. Walter helped me. He was very efficient and made everything very quick and he also answered all my questions and explained a lot of things addition to my questions patiently just in case I get confused in the future. I saw some negative reviews before I visited this branch, but I think I had a great satisfied experience personally. Good luck Mr. Walter. Hope to get help from you next time.
5 /5

Joseph May at Homebridge Financial Servicing - New City

Jennifer M I am so thankful and grateful to have been under the guidance and expertise of Joe May and his team. Joe is dedicated and passionate about making dreams come true and it does not go unnoticed. Truly thankful to you and your team, Joe. My dream of home ownership came true because of you and Im truly grateful. My family thanks you.
5 /5
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OneGroup (Sid G Spear Insurance Services, Inc.) - Malone

Jen I have used Sid G Spear for many years, for all of my familys insurance needs. Through the years Carrie and Diana have provided us with exceptional service, from the occasional call to remind of an upcoming payment, to out of the blue calls to let me know there may be a cheaper policy or carrier available to us they always go above and beyond to ensure we have the coverage we need at the best price available. So grateful for all the extra care that they put into their jobs and the friendly service I receive with every interaction.
5 /5

KT Wealth Management - Warwick

Kanwar Gill Outstanding Financial Adviser I am delighted to share my experience working with Kerim Tulun , KT wealth management. From the moment we engaged his services, I was impressed by their professionalism, deep knowledge, and genuine dedication to my financial well-being. Kerim possesses an exceptional ability to demystify complex financial concepts, making it easy for me to understand and make informed decisions. He took the time to thoroughly assess my financial situation, goals, and risk tolerance, and crafted a personalized financial plan that perfectly aligns with my aspirations. What truly sets Kerim apart is his unwavering commitment to his clients. He is always accessible, responsive, and willing to go the extra mile to address any concerns or questions I may have. His integrity and ethical approach to financial advisory are evident in every interaction. He is knowledgeable, trustworthy, and dedicated financial adviser.
5 /5