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Over 1,497 reviews for
Olean Financial Advisors from people just like you.

"About 4 years ago I used this company with good results. However when I went back to use them again. I left a message and my phone call was returned one month later." At the time I didnt know anyother credit repair companies so I accepted there explaination and went with them again. I did exactly as they said and obtained a credit report and let them know how to get it online. All as instructed. Another month goes by and they have done nothing no calls, no emails nothing. I asked what was up and their response was " we cant find your file on line" . So it took a month to tell me that. Ok they finally found it. Two more weeks and they say " we are really swamped and will get back to you as soon as we can". Yet another week and they call we are ready to go over your report. There is nothing to go over. All they have to do is help correct the two minor collections totalling less than $1000. What is there to go over? I had enough of my time wasted. I went with another company who actually answer the phone, returns calls, emails and does what they are suppose to. I don't know whats happend to this company? Come to find out there are many credit repair companies that have excellent ratings and results. Why would anyone waste their time with this type of service?

-David M.

"I used a free consultation off of Angie's list, and brought in some general questions about retirement planning. We discussed some strategies and options." While I'm not looking for someone to entirely manage my retirement planning, it is SO nice to have the option to come and talk to without feeling pressured to opt into certain plans, or to sign up for long-term planning.
is the right fit for me, and if I decided to find someone to more directly manage my accounts, she'd be first on my list.


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Financial Advising reviews in Olean


Olean Financial Advisors Provider Name Locked
performed a free review of my current portfolio and was extremely helpful in making suggestions and answering any questions I had. He took the time to explain everything in detail and was really nice. While I am not yet ready to make the
Olean Financial Advisors Provider Name Locked
into a globally diversified portfolio, I would definitely recommend him as a financial advisor
Olean Financial Advisors Provider Name Locked

- Samuel P.

Olean Financial Advisors Provider Name Locked
was professional & easy to talk to. He answered all my questions and was very attentive. He also took extra time 2 days later for a follow-up call to make sure I didn't have any more questions and everything was working.
- Kelley H.

The manager of my 401K talked over my head, so it was refreshing to finally talk with someone who was not intimidating and truly helped me to understand the options. He was great! He helped me map out my retirement strategies in a very professional manner. He continues to manage my retirement accounts and in fact released my funds from previous poor management. He's very informative and insightful and keeps me updated without being pushy! I highly recommend him!
- Harriet D.

Met with Mr.
Olean Financial Advisors Provider Name Locked
. He was personable, professional and obviously very smart. We were extremely pleased and will continue to use his services. Excellent. Thank you Angie's List.
- Lorraine D.

I have had solar hot water panels on my roof for domestic hot water heating since 2007.
Olean Financial Advisors Provider Name Locked
Olean Financial Advisors Provider Name Locked
did that original install 8 years ago....back when solar was new technology. This year I had my roof replaced.
Olean Financial Advisors Provider Name Locked
came out on two separate occasions, once to remove the panels and racks, and once to reinstall everything after the new roof was on the house.
Olean Financial Advisors Provider Name Locked
is fantastic for many reasons. When my scheduled re-install date passed (roof was delayed) - he called me to check on a new date - I did not have to chase him down.
Olean Financial Advisors Provider Name Locked
used some snazzy solar measuring equipment and recommended a panel relocation to take advantage of more sun. More modern mounting racks were used on the re-install. And my brand new roof.....still looks brand new - they used great care to not mash the new shingles with the equipment or their boots. Piping was relocated, the system was flushed and new glycol added.
Olean Financial Advisors Provider Name Locked
was very good about explaining the whole process before and as it unfolded. He even stayed late to finish the re-install all in one day, knowing I wanted to get it back in production. And the final price was 100 bucks less than the verbal estimate. A total
Olean Financial Advisors Provider Name Locked
Olean Financial Advisors Provider Name Locked
- Richard B.

Olean Financial Advisors Provider Name Locked
is incredibly easy to work with. He is attentive and listens to your ideas; he addresses your questions out of honesty in a comfortable way. When you have a question, he listens and goes over options until you both agree on what fits best for your scenario and goals.
- Joe D.

He left us with a lot of info to consider & we will be getting back with him after our review with our current advisor. My thoughts are that although we might not make any immediate changes, I do believe we will be investing with him in the near future. Initially we went to this seminar because it gave us some of the overall facts regarding Social Security & retirement - he knows his stuff.
- Rosellen W.

It went great - I've already recommended
Olean Financial Advisors Provider Name Locked
to friends and family who are looking for a financial adviser. He is very detailed oriented and reviewed all my insurance and benefits to make sure I was getting enough coverage and making the right choices. He also helped me adjust my 401K plan so that the risk level was on par with what I was comfortable with.
- Mary B.

Financial Advisors in Olean, NY

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!



Accelerated Benefits

5880 Venture Drive

Allegiant Group Inc

189 W Clarkston Rd

Associated Marketing Advantage Inc

117 Westchester Sq

F.A.T. Freedom

4/41 Meinzinger Ave.

Freyman CPA, P.C.

40 Exchange Place Suite 1602
New York

Garden City Mortgage

1225 Franklin Ave.
Garden City


3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd


848 Brickell Ave 603

Lost Angels International, Inc.

1170 Peachtree Street NE

Lucrative Debt Relief LLC

107 Ellwood Street
New York

Mike Stasko State Farm Insurance

26 W Main Street




200 Ridge Road



Soldi Partners Inc

248 Rte 25A
East Setauket

United Gold Direct

2945 Townsgate Road


PO Box 33490

Watertown Insurance Agency

40 Public Square

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