Keywords: Financial wells fargo advisors ny 10512

Wells Fargo Advisors - Carmel Hamlet (NY)

Address: 🏡 259 NY-52, Carmel Hamlet, NY 10512, USA
Phone : +1 (845) 225-1822
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJrwueq31N3YkRCluxvArHo1Q
#New York
wells fargo advisors ny 14618

Wells Fargo Advisors - Rochester

Steve R. I gave WFA one third of my portfolio three years ago and this is my update on their performance over that time. I am a client of Nick L., so this primarily reflects on the success of his efforts. I have been very pleased. Nick and his team consistently exceed my expectations in terms of portfolio performance, client service, customization, enjoyably meetings, and the statistical analyses I require. As someone who has written my own investment software for over 10 years, I have a lot "invested" in managing my own portfolio. However at this time I am considering placing another third of my funds under Nicks management.
5 /5

Elizabethtown Community Hospital, University of Vermont Health - Elizabethtown

Gregg Lincoln I was on vacation in the area and needed to get my knee looked at after a fall (stitches, xrays, etc.). I had a great experience there. I received very prompt, courteous, and professional care and the facility itself was very clean and very well maintained. Everyone there was extremely friendly, professional, and great at their respective jobs. I couldnt recommend the place highly enough.
5 /5

SUNY Geneseo - Geneseo

Etai Shvetz Beautiful campus, cute shops, and an amazing event for the eclipse! Thanks for the great time.
5 /5

Financial Partners of Upstate New York - Rochester

Scott A I wouldnt trust these people with my lunch money
1 /5

Dannemora Federal Credit Union - Plattsburgh

Robin Beach Rebecca was so friendly and helpful while she was helping me. She explained everything and answered all of my questions! Such a breath of fresh air and she really made my day!
5 /5

Community Bank, N.A. - Waterloo

Steve Roshia Many years ago when I was looking to buy my first house, community bank was willing to work with me when no other banks would. I was young, I had ok Financials and pretty good credit but not the best. They treated me with respect and were very transparent. We were able to make a plan with the money I had, and I got the house. I still live in that house, and I wont soon forget how gracious community bank was throughout the buying process.
5 /5