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Waschitz Pavloff CPA LLP - Monticello (NY)

Address: 🏡 14 Sturgis Rd, Monticello, NY 12701, USA
Phone : +1 (845) 794-2200
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ69IHt7Ww3IkR_pnjqrmVvaY
#New York

Williams Capital Corporation - Elmira

Riley Burns WCC has been doing my taxes and helping me understand my finances for years and I have only kind and lovely things to say about them. They’ve always been thorough, professional, and honest.
5 /5
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M&T Bank - Auburn

That Amateur Gaming Guy The only reason I even bank here is Michelle. She is always so kind and courteous to me. The very last thing I need is a rude teller like my last bank. Keep up the good work girls! Youre doing great.
5 /5

NorthLanding Financial Partners, LLC - Rochester

Holly Howell My family and I have been working with Eric Garsin for well over 20 years. We love him! My parents had gone through several financial firms before finding Eric years ago, and they immediately saw the difference and called me right away. So I signed up too. He and Sara have been such a huge help with all of my finances, especially when I lost my parents and really needed guidance. I cant say enough about their level of personal commitment and professionalism. I feel so fortunate to be with them!
5 /5

OKeefe Stevens Advisory, Inc. - Rochester

Dom Palmo We can vividly remember meeting with Peter at our kitchen table for the first time nearly 35 years ago. We had just ended a relationship with a financial advisor who was clearly putting his needs over ours. As a result, we were a little leery, but Peter’s obvious knowledge and reassuring demeanor led us to the decision to begin working with him. This was, perhaps, the most important financial decision that we ever made. Over the years, Peter and more recently Justin and the entire O’Keefe Stevens Advisory team have worked diligently to build our assets. However, the value they provide goes beyond buying and selling stocks. They have facilitated our estate planning, provided advice to our adult children, helped us develop a financial plan and counseled us to stay true to the plan even through the downtimes. The individuals at O’Keefe Stevens Advisory are ethical, smart, and responsive to our needs. They have become more than our financial advisors. They are our friends. We highly recommend O’Keefe Stevens Advisory.
5 /5

Infinity S&A - Bronx

sandy tzul Responsible company and very friendly staff, especially Mr. Alan.
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

Diversified Wealth Strategies, LLC - East Syracuse

CJ Nellenback Chris Keegan is an excellent financial advisor who cares about his clients needs. I consider him a friend who cares about me and is always available when I need to contact him. Chris has provided me with a worry free retirement plan that i am so grateful for.
5 /5