Keywords: Financial visions wealth management ny

Visions Wealth Management - Binghamton (NY)

Address: 🏡 1 Kattelville Rd Suite 6, Binghamton, NY 13901, USA
Website: https://www.visionsfcu.org
Phone : +1 (607) 648-2400
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJn0TScYb72okRhwNW3Fbhwz4
#New York

Morgan Stanley Financial Advisors - Purchase
joseph abinanti Awesome facility.
5 /5

Northwestern Mutual - Goshen
Chris Pennings Nikki and her team are extremely knowledgeable in health care benefits. Nikki takes the time to educate and navigate the confusing world of healthcare. She has compassion and understands the importance to a family to choose the right plan.
5 /5

North Country Savings Bank - Malone

International Currency Exchange - Plattsburgh
Andrea M. Atkinson Wonderful service, never had issues coming here!
5 /5

Arabella Wealth Advisors - Syracuse
Richard Scott David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!
5 /5

United Way of Sullivan County - Monticello
Chris Coletti Great place to drop off anything youd like to donate. The guy working here was super super nice.
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

OneMain Financial - Auburn
Lisa Sigona Rebecca was extremely well-versed in the product and was able to explain everything to me. She also was able to help me with the payments and help me split them up to help me
5 /5

Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC - Poughkeepsie
Teresa Wright I have been with Martin since the 1990s. He and his office is always so helpful, caring and professional. I am so glad that we have continued throughout the years and for many more. Many of my friends are now with him, too. I recommend him highly!
5 /5

Valley Investment Planning - Red Hook
Lisa Pullaro We are very pleased with the service, advice and communication we receive from Renee and Cody at Valley Investment Planning (VIP). We have worked with VIP for over 15 years and have complete confidence in their knowledge and expertise. They remain current on market conditions and investment products and have consistently worked in the best interests of their customers. We highly recommend VIP without reservation and are pleased that our daughter is now investing through them as well. Renee and Cody are personable, truly care about their clients and are readily available. Their communication is excellent and they always make you feel welcome and valued.
5 /5