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

“working with Clara and the Brighton Securities team has been an absolute pleasure. Coming up with a long term financial plan can be a daunting task. Clara has outlined an attainable financial plan that my family an i feel comfortable with for long term success. i would highly recommend.”

4.8 Superb85 Reviews

“Chris was incredible! Very knowledgeable, personable, and communicative! Very happy to have found him and will definitely have Chris handle all future accounting needs for me.”

4.7 Superb43 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