Keywords: Financial roventini cpa pc ny

ROVENTINI CPA PC - New City (NY)

Address: 🏡 246 N Main St, New City, NY 10956, USA
Phone : +1 (845) 634-5400
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJg4O3CAbDwokR_UNrOajgcl8
#New York

Western Union - Monticello

Floyd Spruill Great service to pick up and send money.
5 /5

Abaya Wealth Management LLC - Buffalo

Shaynah True I have worked with Taunya for several years after she came highly recommended. She is a hardworking professional who cares for her clients. Her blog posts, extra resources, and personal touches are spot on! As a young woman, I love working with a strong female advisor. Taunya’s care has grown my financial literacy, and I feel confident about my future.
5 /5

RG Wealth Management Group - Riverhead

Joseph Tomao Nick Galletta and The RHG Group has assisted me with my retirement planning. Their customer service is excellent. They are a very responsive to all my needs. I highly recommend them to anyone in need a financial plan
5 /5

Tompkins Financial Advisors - Ithaca

David White My relationship with Thomkins Insurance started when I applied for a HELCO. During that process I spoke to an agent about my home owners policy but decided to stay with Security Mutual. This spring all my policies were up for renewal in June. My previous agent who had been with for years retired. I took that opportunity to look into upgrade my policies and saving Some money. That when I had a conversation with Lisa. She reviewed my policies and found a couple of issues that were costing me extra. I was able to get a refunded on the overcharged items. Lisa came back with premiums on my three policies that saved me some money. I was able to cancel my existing policies and get a full refund. The change over went smoothly and I’m very happy with the results. Thank you
5 /5

Regent Financial Group Llc - Rochester

Stephen Falk I have worked with the staff of Regent Financial Group for more than 20 years and mostly with Chris Opper. We have discussed all types of investments, annuities and insurance. Chris is a seasoned advisor with many years experience; he provides a long-term perspective which is so important when making financial decisions. His advise has been consistently excellent. Regent puts their clients first. We recently closed a long term annuity investment, which I obtained before working with Regent Financial. We moved the cash proceeds from an excellent mutual fund and into a near- identical mutual fund. Our timing was excellent. This was due to quick action and good fortune with the timing of the sale and purchase. I highly recommend Chris and his colleagues. You will be well taken care of. Stephen Falk, MD, FACS
5 /5