Keywords: establishment,finance,insurance_agency,point_of_interest

PureVest - Staten Island (NY)

Address: 🏡 1110 South Ave Suite 85, Staten Island, NY 10314
Phone : +1 (347) 466-4400

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJZ6toDAVNwokR1U0jHnUyIZ8

Others Near Staten Island,NY

FINANCIAL SOLUTIONS GROUP LLC - Staten Island
Jayson Pratts: Walked into the beautiful office on Richmond ave. and was immediately greeted by the super friendly staff. In just moments sat down with Joseph, and had one of the best consulting experiences in my 25 years of filing taxes. Thanks!!! Update Third tax season with Financial Solution Group, and I am certain that I would not do taxes with anyone else. Thanks Joseph!!!
Wells Fargo Advisors Financial Network - Staten Island
Maureen Wojciechowski: Wouldnt use
Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - Staten Island
Kris Sauza: I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.
Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island - Staten Island
Greg Zeman: I went from struggling to make ends meet as a freelance journalist to owning a home with a swimming pool, and when Im vacuuming the algae out of that pool, its Mike I blame for my trouble. His scope of knowledge is vast, his instincts are sharp, and he always has a handful of options tailored to different investment approaches: Whether you want to hedge your bets or take a big swing, he has a plan (with several contingencies) tailored to your goals. I made more money working with Mike than Ive ever made doing anything else - the man knows his stuff.
Thomas Crociata Financial Services - Staten Island
Al: So heres my fair honest experience at Thomas Crociata. The parking is good, you wont wait long and you see him generally fast within 15-20 minutes as he preparing your taxes. However he has a lot of clients and if your a new client he probably wont be able to see you until the end of tax season, for me it was always the last week of March. Also i had a bad experience when he missed one digit on my checking account and now i have to wait at least a few weeks perhaps even months causing inconvenience in my life because of his mistaken clerical error. So please if you go to him, just double check your tax return copy folder before he gives it back to you.
Comprehensive Wealth Management Group, LLC - Staten Island
Omnia Funding - Business Loans & Funding Solutions - Staten Island, NY - Staten Island
Jim Kochman: I am elated I met the team at Omnia. They patiently worked through an understanding of our requirements and came up with a very creative solutions. Unlike many other lenders, they under promised and over delivered!! I highly recommend them
Financial Planning Concepts - Staten Island
Flavio Alarcon: All good
Paulo Financial Advisors - Staten Island
Marco Wealth Strategies Group - Staten Island