Keywords: establishment,finance,point_of_interest

Chris Belmont - M&T Financial Services - New Hartford (NY)

Address: 🏡 6 New Hartford Shopping Center, New Hartford, NY 13413
Phone : +1 (315) 731-5201

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ20LwWbBB2YkRX4MLjYyn6gc

Others Near New Hartford,NY

Orla Wealth Management, LLC - Syracuse
k hunn: Ive had the pleasure of working with Terri Krueger for nearly a decade. Throughout our partnership, she has consistently proven to be incredibly trustworthy with handling finances, reliably available, and dedicated to staying updated on financial market trends and developments. She has a genuine concern for others and contributes to charitable causes. Because of her remarkable generosity and extensive knowledge she has received numerous awards and global recognition. I would recommend her business and give it the absolute highest rating.
Rock Ridge Wealth LLC - Syracuse
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America Stores-It LLC: We cannot say enough good things about Syracuse Wealth Management and their incredible team. From day one, they’ve gone out of their way to build a personal relationship with us and truly understand our financial needs. They are always there to answer any question, big or small. Ashley is an absolute pleasure to work with—she brings great insight, makes everything easy to understand, and always has our best interests in mind. Gary takes such a clever, straightforward approach to our investments, and we really value his honesty and strategy. And Ron, the tax guy—fantastic! He makes what could be stressful simple and seamless. The staff here are more than just financial advisors—they’re trusted partners who make us feel confident about our future. Highly recommend! Emma, Kurt and Team at America Stores It
Excelsior Wealth Partners | Investment Advisors, Financial Planners - Syracuse
Will Kesecker: I had the pleasure of meeting Russell to discuss my financial future. This has been a stressful topic for my wife and and really hoped to find someone that could point us in the right direction in how to manage or investments. Russell was up for the task, He sat us down and explained the different things we can do to ensure or financial safety as we grow older. He made us feel like we where a friend of the family and not just another client to add to his list. He made sure that we understood the different risk levels and what he felt would fit us best! In the end I left the meeting feeling empowered and ready to take on the next step in life to provide myself and my family the life style we have worked so hard to get! Thank you again Russell for putting us at ease and showing us that this is a very manageable process with the right people on my team!!!!
OMC Financial Services - Syracuse
Jo Lightfoot: In early 2017 it was time to update our Wills, appoint Lasting Powers of Attorney, set up a Trust Fund plus a comprehensive ‘Expression of Wishes’ document in respect of our special needs son for when we passed away. It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through. This was all provided with friendly, expert and professional advice for which we are extremely grateful as it removed the anxieties in providing care and protection for our son and our daughter in the years ahead. We could not have achieved this without such sound advice from IMC.
FMF&E Wealth Management, LLC - Syracuse
Maddy Frank: Jeff is the best! I would say I have very baseline financial literacy, so I was a bit nervous to consider investing. Even my retirement plan is a bit confusing to me. He took the time to share his knowledge with me and made it very easy to understand. He gave me some simple advice to help optimize my portfolio. He explained his reasoning for everything and the model they use at their firm. I appreciate that he didnt rush through it all and thoroughly answered my simplest questions without judgement. I would definitely trust this firm with your finances.
CenterBridge Planning Group - Syracuse
Hill & Associates Financial Services, Inc. - Syracuse
Angela Moonan: Charlie Polka and the entire Team at Hill & Associates have been incredibly gracious and wonderfully empowering insights and guidance. Truly pleased on all levels at this early stage of my financial relationship with this firm. What they’ve taught me as well as my daughter already about wealth building is incredible - easy to understand and implement. I’m relieved and appreciative that my daughter is learning new habits and mindset that will assist in leading her down a prosperous path.
Arabella Wealth Advisors - Syracuse
Richard Scott: David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!
BHG Financial - Syracuse
Michael Dente: BHG was fantastic to work with. Daniel Rogers worked with me to help tailor a solution to meet my needs. He was very transparent about everything each step of the process . I am very satisfied with how quick and easy the process is. I highly recommend.