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

Steven Jones - Thrivent - Poughkeepsie

Brenda Haase Steve is knowledgeable and honest about financial issues. He shows concern for individual circumstances and offers valued advice. My husband and I are totally satisfied with his service and dont hesitate to recommend him as a financial advisor. Thanks Steve!!
5 /5

KeyBank - Auburn

shawn dibello Very disappointed in the way I was treated by the teller on the phone. I called about my account, when I tried to explain to the teller what happened I was cut off twice by her saying, “ I don’t care”. When I asked one other question I was told, “ Just keep an eye on your account”. I hung up and called the Grant Ave branch was treated a thousand times better and they even apologized for what the other teller said to me. I’ll most likely be closing all my accounts soon and going to a different bank. And yes I do know the ride tellers name and did provide it to the second branch.
1 /5
united states postal service ny 13163

United States Postal Service - Wampsville

Bob Sturdevant Love the friendliness, knowledge and staff
5 /5

Steven Silber, CFP , CLTC - Bayside

Cindy Fata Steve Silber has been extremely helpful in getting my finances in order. Time and again, he has gone the extra mile to insure that everything is thorough and complete. He is prompt in responding to my questions and concerns, explaining with knowledge and patience. Last but certainly not least, I feel so comfortable discussing financial goals with Steve because he listens to and addresses my needs and goals.
5 /5

Tompkins Financial Advisors - Ithaca

David White My relationship with Thomkins Insurance started when I applied for a HELCO. During that process I spoke to an agent about my home owners policy but decided to stay with Security Mutual. This spring all my policies were up for renewal in June. My previous agent who had been with for years retired. I took that opportunity to look into upgrade my policies and saving Some money. That when I had a conversation with Lisa. She reviewed my policies and found a couple of issues that were costing me extra. I was able to get a refunded on the overcharged items. Lisa came back with premiums on my three policies that saved me some money. I was able to cancel my existing policies and get a full refund. The change over went smoothly and I’m very happy with the results. Thank you
5 /5

SUNY Cortland - Cortland

Terry Tudor Beautiful campus, and it seems like a great school. Surrounding areas ausome!
5 /5

Citizens Supermarket Branch - Troy

Cathy Hanczaryk I usually go to the ATM but there was someone using it and I was in a hurry so I went to the counter.
5 /5