Financial Advising near Troy, NY
14 locations found near Troy
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Financial Advising
8AM - 10PM
269 Osborne Rd Unit 3, Albany
Financial Advising
“I don’t give many five star reviews:Best café.- privately owned, owner operated- world class service— topped up our lattés as we drank.- great food and environment!- incredibly welcoming!”
Financial Advising
“I am new to working with a Financial advisor and I'm so grateful that my husband and I came across Jared's company. Working with him has been such a wonderful process thus far. He has helped ease our concerns about our amateur knowledge base, educates us as needed, cares about our overall goals, and works with our busy schedules. The platform he uses is comprehensive, efficient and easy to navigate. I am really grateful we made this decision and I look forward to a long working relationship in his care.”
Financial Advising
“Collaborating with Susan at CMO for Hire over the past year has proven to be an invaluable experience for me. Her extensive years of expertise, combined with her approachable demeanor, have significantly contributed to the success of our team's efforts to revamp our marketing strategies. Susan's hands-on approach and her readiness to assist with any challenges have made her an asset throughout our time working together. I wholeheartedly recommend reaching out to Susan and her team; there's no doubt in my mind that they can effectively guide your team in achieving its marketing goals.”
Financial Advising
“My first visit at this office. Building is beautiful, clean and well kept. The receptionist was pleasant and charming and made me feel valued and welcomed. Mr. Kevin Bottini walked me through my Estate questions re: taxes and offered a path forward. He is extremely intelligent, competent and exudes confidence.So happy I chose him and this firm. I am happy he is in my life not only for this tax matter but others in the future.”
Financial Advising
Financial Advising
Financial Advising
“Fidelity Investments provides first class service and all staff highly trained and very good communicators. They offer everything a bank does, and even credit cards. Very well run company.”
Financial Advising
“I don't know what the deal is with the other two people who reviewed Schwab but I totally disagree. I have been using them for many years and they always provide exemplarily service and good advice. Their platforms are great and capable of significant depth for an investor.”
Financial Advising
Financial Advising
Financial Advising
“I searched for a qualified and reliable tax accountant who would make my tax filing season smooth. My friends recommended Scott, Stackrow & Co to me, and I never regretted my choice. The full cycle of my tax processing was completed through the company portal. As a computer programmer, I consider the software used by the company highly secure and user-friendly. I am fortunate to have Mr. David Pietrafesa, CPA, as my accountant. David has extensive experience and outstanding accounting skills. He answers all my questions in great detail and is very patient and friendly. After a smooth processing of my 2021 taxes, I contacted David several times, and he always gave me his time and undivided attention. Thank you, Mr. P Pietrafesa, for your hard work and dedication during the 2021 tax season and throughout the year! Your help is greatly appreciated!”