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Best Financial Planner New York: reviews, page 2

In category «financial planner» found 66 companies with reviews and contacts, top 20:


21. J G TAX & PROFESSIONAL SERVICES, INC - 767 Astor Ave, Bronx, NY
3 reviews
Great customer service. Women there are very sweet and attentive to whatever you are looking to get done tax wise. Was a good experience overall.

22. Moreno Capital Management - 1290 6th Ave, New York, NY
6 reviews
Over the years, Dan has taken the time to understand my financial goals and concerns to make sure I am making the best financial decision for myself...

23. Hudson Valley Credit Union - 1639 Ulster Ave, Lake Katrine, NY, United States
5 reviews
Terrible bank! This was my first time going here and I regret It. From the moment I walked in I felt like I was not welcomed. I regret letting them...

24. Trustco Bank - 100 Clearbrook Rd, Elmsford, NY, United States
4 reviews
Frustrated and upset. Was told from the beginning of the mortgage loan process that we would be able to close on our new home before Christmas. We had...

25. Transamerica Financial Advisors, Inc. - 70 Sunrise Hwy Suite 500, Valley Stream, NY
8 reviews
I have known Kimberly Gilgeours for several years. She is an outstanding financial advisor and a person of integrity. Her work ethic is hard to find...

26. OceanFirst Bank - 80 Garth Rd, Scarsdale, NY, United States
3 reviews
Our neighborhood association the Garth Road Co-operative Council has an account with Oceans First Bank. We considered other banks, but Oceans First is right...

27. Van Meter & Van Meter, LLC - 59 W Grand St, Palatine Bridge, NY, United States
1 review
Experienced, professional, knowledgeable, available, talented, thorough, on the ball, conveniently located, capable of numerous types of services...

28. Armando Merino - Ameriprise Financial Services, LLC - 176 Church St, Poughkeepsie, NY, United States
1 review
Armando is so incredibly knowledgeable, I'm blown away at his insight into the markets. If he's this good at such a young age I'm...

29. Flower City Capital - 132 Allens Creek Rd, Rochester, NY, United States
1 review
After many years of putting off consolidating all of our 401k plans we reached out to Flower City Capital. Tom not only took the time to guide us in the...

30. Apple Bank - 626 Pelham Pkwy S, The Bronx, NY
2 reviews
For the first time in his life, My friend Melvin was late on a rent check because This apple bank was unable to call him at home to verify the check...

31. Citigroup Global Markets - 390 Greenwich St, New York, NY
5 reviews
Instead of pandering to the left about how you have Most Influential Women in U. S.and Finance.you should spend more time figuring out how to serve...

32. BDO - 200 Park Ave 38th Floor, New York, NY
1 review
Terribly unprofessional. Poor management by Richard Bayer. Take your clients elsewhere.

33. Key Private Bank - 1700 Bausch and Lomb Pl, Rochester, NY
1 review
Mike Didonna is not capable of performing his job. He will not return phone calls or reply to emails. He places blame on everyone else instead of taking...

34. Bank of America Financial Center - 254 W 57th St, New York, NY
6 reviews
Updated hours are so insanely inconvenient, I don’t know understand how anyone with a normal job could go to the bank between 9am and 4pm. It has been...

35. Chardan Capital Markets LLC - 17 State St #2130, New York, NY
1 review
These guys are a joke. Whatever they recommend, do the opposite.

36. Bank of America Financial Center - 550 7th Ave, New York, NY
11 reviews
Employees don't know what they are doing, everybody says different things. Avoid this Bank

37. Bank of America (with Drive-thru ATM) - 2305 Millersport Hwy, Getzville, NY, United States
4 reviews
Nicole the branch manager was extremely accommodating for me yesterday especially when I'm having a bit of a family medical emergency. I just...

38. Bank of America (with Drive-thru ATM) - 994 Middle Country Rd, Selden, NY, United States
9 reviews
Never open business account with them. And whenever you go to meet with the bank representatives they will be on long conference calls and you have to wait...

39. New York Life Insurance - 460 Temple Hill Rd, New Windsor, NY, United States
1 review
Ardal Powell is absolutely TERRIBLE! Stay as far away as you can. Told me “call back when you’re serious” and hung up the phone. NYL should be ASHAMED...

40. Hudson Valley Federal Credit Union - 953 NY-300, Newburgh, NY, United States
10 reviews
A few Months ago (May I think) my Wife and I applied for a used car loan. We dealt with 3 wonderful people who were extremely helpful and friendly...