Keywords: Financial west asset management ny

West Asset Management - Warsaw (NY)

Address: 🏡 461 N Main St #3, Warsaw, NY 14569, USA
Phone : +1 (585) 786-4200
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJPzy3S93E04kRhOLi1vB5RWY
#New York

TIAA Financial Services - Ithaca

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.
1 /5

Five Star Bank - Albion

Stella Thomas 4 stars to Five Star Bank.
4 /5

Marathon Financial Advisors - East Syracuse

Jim Brule A truly robust and knowledgeable practice. They are very responsive to concerns, proactive in their approach, and calm in their strategies. Highly recommended!
5 /5

C.D. Financial, Inc - Buffalo

Michele Iorfida We have been clients for a few years now. Murray is very knowledgable! We are extremely happy with the services and how our retirement profile is being managed! I would strongly recommend checking CD Financial out for yourself!
5 /5

Western Union - Delhi

Amanda Bicknell Very friendly and helpful.
5 /5