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Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - White Plains (NY)

Address: 🏡 50 Main St Suite 1560, White Plains, NY 10606, USA
Phone : +1 (914) 747-0810
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQykCdnco3YkR3BLDMuxYMiQ
#New York

Sgroi Wealth w/ Broadway Advisor Group - Albany

Chris Gindi I really like the owners. They treat my wife and I well and their recommend investments have always done well by me.
5 /5

MJC Financial Services - Syracuse

robbi P. (P.Rob) Well... I was in a unpredictable financial headspace. I was referred to MJC financial Services, by a friend . I called and talked to Michael J. Cook . By the sound of his voice and the calmness of his pleasant disposition. I instinctively knew I was in good hands with Micheal. He took his time with me, and listen to and answered each and everyone of my concerns and questions. I was well-advised in the right directions. Also, was given Good advice and advantages, for more financial opportunities! “Now” I can say, I’m successfully walking into my financial abundance! Thank you , Mike , my GOD Always bless you! ❤️
5 /5

Huguenot financial planning - New Paltz

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.
5 /5

Binghamton Financial Group - Vestal

Julie Phone calls go to voice mail and calls are never returned!
1 /5

Hudson Valley Credit Union - Monticello

Gloria Cahalan Always wonderful. Never a problem. The staff is terrific.
5 /5