Keywords: Financial white plains financial services ny

White Plains Financial Services - Bronx (NY)

Address: 🏡 705 E 227th St, Bronx, NY 10466, USA
Phone : +1 (718) 655-2944
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJE69_CyTzwokRjtEQC4uzZJU
#New York

OneMain Financial - Oswego

Eric Boozer The ladies at One Main are always super friendly and make the process really easy. They go through everything and will answer any question you have. I also like that they call from time to time to see how my loan is doing and if I need anything. Excellent customer service!
5 /5

Quest Financial Advisors - Goshen

Maryann Van My husband and I have been clients of Quest Financial for well over two decades now. Their services is excellent. My advisor is there when I need him. They were there when I retired. They were there when we had our grandchildren. We appreciate everything they have done to help us make smart financial decisions along the way. On top of all of that...they are local.
5 /5

Bank of America Financial Center - Bronx

Shannara Feliciano This has got to be the worst Bank of America branch I have ever been to. Came in for a simple pin reset for my card and I was there for close to two hrs before deciding to leave. Ended up going to the teller to withdraw money I needed to get out the atm and it was way quicker. He asked someone who was the manager to take care of me really quick because I was next and had my young kids who had to use the restroom and manager declined. Meanwhile he has plenty of time to prance around the branch back and forth being selective on who he helped.
1 /5

paul l. delisio chfc/cfp/msfs - Kingston

Laura Fowler Paul Delisio is a wonderful agent who becomes a trusted friend. Both he and his assistant, Heather are professionals who are knowledgeable and experienced in their field. They are also both kind, caring and compassionate. Great company and great people.
5 /5

Genesee Valley Federal Credit Union - Geneseo

Michelle Bortle When I walked into the bank samantha greeted me with a smile and was so nice also John is AMAZING willing to help with any problems with a smile thank you
5 /5

Southgate Financial Services - Auburn

Jonah Minkoff-Zern We worked with Joe for a few years. While he was patient working through various issues with us, it felt that he didnt have time to help in the end. Last year he made a mistake filing our taxes - which is OK - mistakes happen - but instead of taking the time to fix it or look into it, he put it back on me to try to figure it out when I received the notification from the State. It took a lot of time and effort for me to figure out what had happened (as Im not an accountant) and when he finally took the time to look and realized that he had made a not insignificant mistake - a mistake that led to us planing financially for a return that was much higher than our actual return; he didnt offer an apology - let alone a discount off a rate that somehow had increased by 50% from the previous year without warning (I found out when I received an invoice). Im sure for other accounts he could do better - for people with more knowledge of the tax system, etc. as I do think he is knowledgeable. It definitely was not a good experience for us in the end.
3 /5