Financial Advising near Webster, NY

9 locations found near Webster

“OMF is a great bank to do business with. The people there are very nice and professional and they work fast. They explained everything to me in a manner which I could understand. If you need a loan call OMF.”

4.1 Good57 Reviews

“We were fortunate to find Brighton Securities in 2019 and are working with Doug Hendee and his team. We have been taking distributions, increasing the amount each year, and we currently have more in our accounts then when we first started! They have listened to and addressed any questions or concerns quickly and efficiently. I can not recommend this company and Doug Hendee strongly enough! We are enjoying our retirement to its fullest knowing our accounts are in the best, most capable hands!”

4.7 Superb91 Reviews

“We have gone to George Peter Klee CPA for tax services and related questions for the past five years and we have been thoroughly satisfied with the services provided. We highly recommend them.”

4.7 Superb45 Reviews

“I am a new partner of PPC (ISV) and love what they have to offer. Their whole team responds super fast and very knowledgeable of credit card processing industry. Their revenue share is generous and everyone at their company is super kind and wiling to help!”

5 Superb19 Reviews

“Jeff is among the most talented, skilled, and knowledgeable financial advisors I have encountered. His passion, enthusiasm, and care for his clients is unrivaled, and he truly impacts me in a positive way every time I talk with him.”

4.6 Superb18 Reviews

“Kevin, Dan, and Andy are absolute best at their jobs!! They recommend investments to my best interests. I feel listened to and understood completely. I’ve been with them for 18 years. Haven’t regretted anything!”

5 Superb4 Reviews

“Extremely professional, always accessible for any need or question. Stays on top of trends, etc and communicates concisely and regularly. Fantastic place to have your money grow!”

4.8 Superb5 Reviews

“I have had mortgages and now a Home Equity Line of Credit with Tompkins/Bank of Castile for decades--with various levels of experience, ranging from satisfied to very disappointed. However, after moving to Monroe County, I now do my banking with the Pittsford Branch. I couldn't feel more fortunate! The tellers are consistently welcoming, knowledgeable, professional and helpful. Lisa, the manager, has demonstrated on multiple occasions that this branch has my best interests at heart.

In these challenging times, it is comforting to know that my finances are in excellent, caring hands.”

4.2 Good13 Reviews