Keywords: Financial wells fargo advisors ny 12203

Wells Fargo Advisors - Albany (NY)

Address: 🏡 4 Tower Pl, Albany, NY 12203, USA
Phone : +1 (518) 869-1680
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJB6cgwDRz3okRaXIZreni1aQ
#New York

Bath Credit Services - Bath

Steven Price Worst customer service (Dan). They lie and name call. Don’t trust what they say because if they are talking to you then they are lying! Dan start the name calling then he post that he was sworn at but he didn’t post the he made up a fake NYS law and got upset because he confronted about the name calling.
1 /5

Jennings Financial Advisory Corp - White Plains

Natan Felipe Very Professional ! The staff were great and very helpful. Strongly recommended
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

Stifel - Goshen

Roy Spangenberg Great people
5 /5

Homestead Funding Corp. – Catskill - Catskill

Mike Cassidy Courtney is awesome! She made the entire home buying experience really easy for us. She provided realtor and loan services which made everything go smooth, considering ive heard stories in the past about how stressful the process can be. Although it was a huge decision in our lives, Courtney made it feel almost stress free. She was very professional with the process, and always followed up on her emails and questions very quickly. When we met with her, she broke down the entire process for us multiple times because we still had so many questions. She was thorough, yet patient. If you want great customer service, honesty and a speedy transaction, Courtney is the person to see!
5 /5

Visions Wealth Management - Binghamton

Sean Whittin Guy Adames is very unprofessional. He missed three appointments and never did anything he said was going to do. Guy also lies about being able to refund money if went into the old account before new account was fully set up, thats a lie, you cannot refund money. He should of either waited before setting up new transfer or had me call to stop transfer to previous account but never lie about it. Brought up concerns to Alyssa and she sent to Guy so he called and yelled at me for his lies and him missing appointments. Very unprofessional. If hes going to lie before gets my money what happens when has it, lies continue? Trying to do business with Guy was the most drawn out terrible process I have ever been a part of!
1 /5