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Recent Finance Advising Reviews in Morris

  • A
    Merrell Brothers Investment Management
    We met Brennan and Ryan at the Jacksonville Home and Patio Show this past spring. Their booth was next to ours and after listening to them talk to each potential client, and also talking with them ourselves, they definitely earned our trust. We do not come from families that ever invested, so the whole idea of owning stocks seemed scary and outside our comfort zone. However, the approach that Brennan and Ryan take, with the knowledge they possess regarding researching and following individual companies, knowing whether they are good stocks to own or not, really qualms my fears. I am confident that they will do so much better for me than I could possibly do for myself! I like that they make money based on my account value, because that means they're motivated by increasing my account, not by charging trading or other account fees.
    - Janet H.
  • A
    Statler Financial
    Phillip was warm and friendly and spoke with my husband and I in terms we could understand about our retirement planning.
    - Susan M.
  • A
    Alliance Advisory Group - ROCHESTER
    We had them out to review the insurance they offer. We did make a decision yet on the insurance. The real estate agency referred them to us. My experience was excellent! I met with both Mike Santo and Asher. Asher seems to be more technical. and Mike seems to be more sales.
    - Clement B E.
  • C
    I am currently working in Afghanistan but have a house in Watertown, NY, I tried to get an estimate of cost to replace current heater with a Carrier brand Hybrid system. I sent specifics on equipment and a hand drawn floor plan trying to get a price range to plan for. the last message i recieved from them stated. Hoover Heating Find someone else. Not interested. Sent via BlackBerry by AT&T
    - Charles L.
  • F
    CitiFinancial NY054
    It started off ok, very cordial, my credit wasn't great but it wasn't bad either. I first thought I was financing this money for 17% but realized it was 24.99 annually. They didn't emphasise that at the time and I should have brought it up but I didn't. Then as I was paying my monthly payment I was noticing that the interest I paid out of the $330 payment was never the same it all depended on when the payment was made sometimes leaving very little to be paid to the principle. I was angry when I finally understood the whole thing and called and probably was not nice. I still believe to this day that if it was explained to me better I probably would have not done this. Then when I closed out the account after refinancing I gave them a check as a payoff and they told me there would be overage and I should get a check for a little over $1,000 back and it would take about 2 weeksto process. That was April 7, 2010. The check ($1000+) was cut the same day (4/7/10) and I waited until April 30th, then I stopped in to see if they were going to settle up. The lady at the front desk who runs interference looked on the computer and said the final notice and check was mailed out on the 29th. I recieved it on 5/1/2010 and it had a post mark of 4/30/10 from Buffalo, NY with the Batavia office return address. These people are not to be trusted, my opinion only. My new rate after refinancing is 5%. I am done with Citi Financial and I will not recommend them to anyone. Save your money and be patient!
    - Terri B.
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Financial Advisors in Morris

Companies below are listed in alphabetical order.

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