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OneSource Financial - Auburn (NY)

Address: 🏡 39 William St, Auburn, NY 13021
Phone : +1 (315) 258-0494

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3Q9kpxms0IkR1cuTqZ_lrbc

Others Near Auburn,NY

  • Top 10 Financial Advisors in Auburn, NY

    09-2025 OneSource Financial in Top 10 Financial Advisors in Auburn, NY
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    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.
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    Greg Komarisky: Chris at Edward Jones is a great professional and a trusted source for my family. He is always eager to help and answer any questions that we have about our investments. Amanda and Cheryl in the office are wonderful ladies and always so pleasant!
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    amurray2222: They do not like people who move alot of money around. Constantly calling and flagging your account. They also lied and do not know how to deal with fraud. NOT A SAFE BANK!!! Due to their incompetency and lies I was left with out funds and stranded!!
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    Christian Rudio: My father had an account here, getting anyone to call me back when he passed has been a huge hassle. They have one person designated to handle these requests and her phone goes straight to voicemail. They sent the death certificate back without even a note explaining what the next steps will be. Horrible experience, cant imagine why anyone would put money there.
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