Keywords: establishment,finance,point_of_interest

Nelson & Strife Financial Group - New Hartford (NY)

Address: 🏡 9273 Kellogg Rd, New Hartford, NY 13413
Phone : +1 (315) 790-5599

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEfLy6cJD2YkRx4XH2y_-vNo

Others Near New Hartford,NY

OneMain Financial - New Hartford
patrick julian: Nicole Taylor in New Hartford branch is knowledgeable , professional and caring. Always called to update and answered my calls immediately. Knew I was in time constraint and made sure it got done. Thank you Nicole
BPAS, Inc. - Utica
Craig Zachary: Been trying to liquidate an account since November 22nd, 2017 after I received notice it would roll into an IRA. Company hasnt been able to deliver to address on profile originally, updated address on 12/28/17 after multiple failures getting to my address. Now its 1/11/18 and I had to call once again to figure out why I havent received payment. Gentleman on the phone had an attitude with me when I got annoyed that despite documentation sent to them to change my address - they still sent it to the old address. We will be going almost two months without receiving anything. I am glad I do not have to utilize this company for investment options anymore.
Upstate Wealth Consulting - New Hartford
Anthony LoConte: My wife and I have been working with Bill Matteson at Upstate Wealth Consulting for all of our insurance and retirement needs. It has been a pleasure working with him and his team. They are extremely professional, knowledgeable and very friendly. Anytime we need any information or need to talk they are always very helpful no mater how many times I call them. Thank you for everything.
J C Miano Investment Advisory - Utica
CG Capital - New Hartford
J. Tyler Wealth Management - New Hartford
Matthew Liddiard: Very personable, listens to your plans and gives you good advice to reach your goals. Excited to plan for the future with JT.
Merrill Lynch Financial Advisor Michael McGill - Utica
Wells Fargo Advisors - Clinton
Hooda Rasheed (MisterWeirdo): This is not a bank. No deposits No withdrawals.
Savicki Capital, LLC - Financial Advisor: Randy Savicki - New Hartford
jack zito: My wife and I have been clients of Randy’s for many years. He has helped us achieve financial success which brought us to a wonderful retirement. He is responsive every time I call, email or text him. His advice is always spot on. I tend to get over anxious when the market is volatile and Randy is expert at talking me off the ledge. I highly recommend him for your financial investment needs.
Matthew Sohns / Thomas Balch - Morgan Stanley - Utica