Keywords: Financial stewart advisory services inc ny

Stewart Advisory Services, Inc. - Elmira (NY)

Address: 🏡 2205 College Ave, Elmira, NY 14903, USA
Phone : +1 (607) 215-4992
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJQ5XU-idA0IkR8Y7n6noXLR0
#New York

Prestige Wealth Management Group, LLC - Syracuse

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.
5 /5

Brooklyn Funding Group - Brooklyn

Shamari Lewis I recently had the pleasure of working with the Brooklyn Funding Group for my latest fix-and-flip project, and I couldnt be more satisfied with the experience! From start to finish, their team demonstrated professionalism, efficiency, and a deep understanding of the unique challenges real estate investors may face. The loan application process was straightforward, and they provided clear communication every step of the way. What stood out most was their fast approval and funding timeline—it allowed me to get started on my renovations without any delays. I highly recommend the Brooklyn Funding Group to anyone looking for a trusted partner in the fix-and-flip space. Ill definitely be working with them again on my future projects!
5 /5

North Woods Wealth Management LLC - Buffalo

Anthony DeMiglio Both Jeremy and Barrett are amazing to work with , the depth of knowledge and personal attention to my specific financial needs are incredible. Ive work with many firms over the years and can say without reservation they are the best , hands down.
5 /5
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Saranac Tax Services - Carmel Hamlet

Mya Coston Great company. Super friendly staff. Highly recommended!
5 /5

Sanderson Wealth Management, LLC. - Buffalo

Zack Schneider I recently had the opportunity to work with Sanderson Wealth Management, and I have been thoroughly impressed with their services. Founded in 2001 by John Sanderson, the firm has a rich history and a strong foundation in serving high-net-worth individuals and families. John Sandersons extensive experience, including his time at Ernst & Young, is evident in the firms approach to addressing sophisticated financial needs. From the moment I engaged with Sanderson Wealth Management, I felt confident in their expertise. They operate on a fee-only investment philosophy, ensuring that their advice is always in my best interest. This transparency and dedication to fiduciary standards are what initially drew me to them. Under the leadership of Justin Sanderson, the firm has continued to thrive. Justin, who took over as CEO and rebranded the firm in 2011, has been a pivotal figure in expanding their digital infrastructure and maintaining a high adviser retention rate. His commitment to innovation and client satisfaction is palpable. The range of services they offer is comprehensive and tailored to my unique needs. From investment consulting and financial planning to estate and generational wealth planning, business succession planning, philanthropy, and tax consulting, Sanderson Wealth Management covers all bases. The personalized approach they take, with a small but dedicated team of professionals, ensures that I receive the attention and expertise necessary to manage my wealth effectively. What stands out most is their commitment to the Buffalo community. Despite their growth, they have maintained their headquarters in Buffalo and continue to support local cultural institutions. This local focus resonates with me and adds a personal touch to their professional services. Overall, my experience with Sanderson Wealth Management has been exceptional. Their expertise, personalized service, and dedication to fiduciary principles make them a standout choice for anyone seeking comprehensive wealth management services. If youre looking for a trustworthy and capable partner in managing your wealth, I highly recommend Sanderson Wealth Management.
5 /5

Auburn Community Federal Credit Union - Auburn

Ryan Wright This is where I bank. Super fast, twenty-five dollar minimum to keep account, offer secured credit cards for those trying to establish credit. Also the ladies that work here are always super friendly and knowlegable about any questions you may have. I feel this is one of the best credit unions around, and are great if you like to avoid all the hidden scams of big banks taking your money.
5 /5

Alexander Varga & Co: Scalzo Anthony M CPA - Catskill

Robert & Shane Henderson great company, nice people, very professional....
5 /5