Keywords: accounting,establishment,finance,point_of_interest

RLP Financial Management - Schenectady (NY)

Address: 🏡 34 N Jay St #2, Schenectady, NY 12305
Phone : +1 (518) 370-4020

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJjwVfhAhu3okRs3FOOAOrev8

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    Karen Elsberry: This bank now shuts down your bank card almost 2 months before it is due to expire!! Then when you call the main number you get a runaround with answers being pulled from a hat. When she finally looked at my account this was the answer she came up with. I have had my accounts with NBT for a long time and now suddenly this and she claims its always been this way. So I call my branch and they said they dont do that but I couldnt get any answers there either. So just know that you will not be able to have access to your money for 2 months!
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    DJ P: Retained Joe OHaver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me. Avoid him and IBN financial at all cost if you want to protect your money.