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Recent Finance Advising Reviews in Oswego

  • A
    CNY Accounting & Tax Pros
    Working with Kurt was highly enlightening and beneficial. We broke down some of the fundementals of keeping accurate books that also includes inventory management and ordering processes. QB seems to have the best functionality once you know exactly what youre looking for. He was able to break down what my company needs and how to proceed with that vision. His past experiences have been able to highlight what will be needed in order to keep a growting company growing smoothly and comfortably. Well worth the time and expense! =)
    - Stephanie M.
  • A
    CNY Accounting & Tax Pros
    Kurt Behrenfeld is great to work with. He helps us keep more of the money that we make. We have been working with Kurt for 9 years.
    - Douglas P.
  • A
    Jenkins insurance is the best agency by far. Saved me tons of on Auto insurance. Best customer service.
    - Eric H.
  • A
    Chris came to my house and did a financial plan for me and my wife. It was awesome! We learned a lot and he showed us how to get out of debt faster. We saved a bunch of money every month and he showed us how to use the money to retire. I highly recommend this group. Much better than our old insurance company that was apparently ripping us off! Oh... and it was free.
    - Chris H.
  • A
    I've used them since 1997. They listen to what your needs are. They help develop a plan for what you're trying to accomplish. All the goals we set out have been accomplished.
    - Linda L.
  • D
    Summit Planning Group
    I had a very bad experience with Richard Urciuoli, President and CEO of Summit Planning Group, Inc. of Syracuse, New York. Mr. Urciuoli, in my opinion, exhibited deplorable behavior during a routine status review meeting, With no intended provocation on my part, Mr. Urciuoli suddenly lost his composure, went into a tirade complete with profanity, threw me out of his office and told me to take my money with me. At one point, his behavior became so unruly that he lunged across the table and snatched back a pair of complimentary planner booklets and pens he had presented to me moments earlier. All of this discourse was within earshot of other employees, via an open conference room door. I know of nothing I did that could have triggered this outburst. When the incident occurred, my accounts, my life's savings, were immediately placed on inactive hold and no guidance was provided as to how I should proceed going forward. I was briskly ushered out the front door, seconds after the outburst subsided. I was forced to stop everything I was doing and to seek alternative financial assistance, at a very inopportune time for me. Closing multiple accounts proved quite expensive and the effort required on my part was significant. All of this was unanticipated; brought about instantly by Mr. Urciuoli's inexcusable outburst. The Certified Financial Planner Rules of Conduct and Code of Ethics expound on the virtues of dignity, professionalism and courtesy toward clients. I believe Mr. Urciuoli's behavior toward me fell far short of any and all professional standards.
    - Tom Z.
  • F
    Lousy, They recommended lousy stocks and then huge fees. Charge over 25% of the value of the account in fees in 1 year.
    - Mark S.
  • F
    key bank
    For a savings account they require at least $300 and for a checking $500 at all time.  I arrived with my 3 year old twins.  I was not greeted and received questionable looks from the staff.  They told me they had no public restrooms not even for a three year old.  Don't even bother going there.
    - Vanessa M.
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Financial Advisors in Oswego

Companies below are listed in alphabetical order.

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  • One K Group

    7136 East Genesee Street
    Fayetteville, New York