Keywords: Financial wells fargo advisors ny 14618

Wells Fargo Advisors - Rochester (NY)

Address: 🏡 400 Meridian Centre Blvd Suite 210, Rochester, NY 14618, USA
Phone : +1 (585) 241-3310
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJR2Ue7rlK0YkRiUZoQ9Iiqw8
#New York
cortland bookkeeping  tax services ny

Cortland Bookkeeping & Tax Services - Cortland

Janice Moore They are the most caring people. Our regular accountant never filed our taxes and cortland booking helped us refile. At no charge. Thank God there are some good people in this world.
5 /5

Sayegh Wealth Management - Staten Island

Cathy LaRocca Steven is an in person advisor proficient assessing ones financial situation and is certainly accessible. His friendly demeanor, skill and experience puts me at ease as he suggests strategies and investments that I can feel comfortable with. He has configured a personalized retirement plan which has made my money grow well.
5 /5

Prestige Wealth Management Group, LLC - Syracuse

Maryrose Angelo Jason has handled all of my accounts for the last 6 years and I couldnt be happier. I always know hes going to be upfront with me with, no bs and I appreciate that especially when it comes to my financials. Very knowledgable and easy to work with. Sometimes things just work, and working with Jason works.
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

Neil G Carousso, CPA, CFP - Bayside

Jeff Stavitsky My wife, Pamela, has been a client of Neils for almost 15 years now. Neil is extremely knowledgeable, helpful, accessible, patient and his rates are very fair for all of the work that he does! I am so impressed by Neil that I will be switching away from a large, high profile accounting firm to Neil this coming year. My wife and I highly recommend Neil G. Carousso, CPA,CFP for all of your accounting needs-
5 /5

Herman David R - New City

Sean S Dave is a nice guy, a professional and does a great job. Could not be happier.
5 /5