Keywords: Financial the quest firm llc ny

The Quest Firm LLC - Canton (NY)

Address: 🏡 22 Miner Street Rd, Canton, NY 13617, USA
Phone : +1 (315) 386-1620
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJd7Pg8mL2zEwR1_oDGBpLiCk
#New York

Taher Financial Planning - Brooklyn

Faraz Hussaini Rahim is a highly professional Financial planner and a very knowlegable tax advisor. He is very easy to work with and also responsive and honest. I strongly recommend him for tax preparation and financial advice.
5 /5

Gallivan Insurance - Malone

Daniel Drew Awesome ladies there been with them for many years great people to work with will help you any way they can.
5 /5

paul l. delisio chfc/cfp/msfs - Kingston

Laura Fowler Paul Delisio is a wonderful agent who becomes a trusted friend. Both he and his assistant, Heather are professionals who are knowledgeable and experienced in their field. They are also both kind, caring and compassionate. Great company and great people.
5 /5

Thoroughbred Advisors - Financial Advisors - Latham

Jessica Preston Ive had such an incredible experience with Conor and his team at Thoroughbred Advisors! I am a 27 year old self-employed person. Financial planning has always been something that has confused and overwhelmed me. Conor is the only person who has ever explained everything in detail to me, in a way that I completely understand. He has all the patience in the world, and is very detail-oriented. He truly has his clients best interests at heart, and he goes above and beyond for them. He has helped me with all of my financial planning including retirement planning, and life insurance. I now feel CONFIDENT and EXCITED about my financial planning, rather than overwhelmed and confused. I truly cant express the gratitude I have for Conor and his team. I feel so fortunate to have this team of independent financial advisors helping me. If you are looking for a financial advisor, absolutely look NO FURTHER! You will find no better than Thoroughbred Advisors! Thank you Conor!
5 /5

TD Bank - Bronx

Rey Reyes Let’s just say this TD Branch at Pelham Parkway knows customer service very well, and customers best interest. I went in to process a transfer, and the banker Fiza, took me readily within minutes of my arrival. As she processed my wire, she also noticed accounts that were not fitting for me as they were unused, she then proceeded with my approval to close the accounts so that I did not have to continue to pay account fees, and also returned a $30 maintenance fee back to me. She’s is great for spotting the lack of usage and seeking my banking interest. Thank you Fiza.
5 /5

Five Star Bank - Penn Yan

Kimberly Devine-Brink I opened my first account with this bank in 1994 when it was National Bank of Geneva and went through the change to Five Star. For at least a decade of that time, I lived out of state but kept my 5* account. In fact, I may still be using that same account for my monthly bills, but Im not sure. My children had their first savings accounts with this bank, and learned how to budget here. Over the years, I have ALWAYS known I could walk into this branch with an issue, talk to someone and walk out with a resolution or confidence that the individual I spoke to would do their best to help me. 5* is a good bank, but this branch is part of the community.
5 /5