Find Top Financial Advisors in Oswego, NY
There are 6 top-rated financial advisors in your area and 40 to avoid.
After 20 years, it's now free to join.
- More than 10 Million Verified Reviews
- Nationwide Coverage
- Trusted Ratings
-
A64Reviews
Business Description:
With over 30 years of combined experience, we pride ourselves on offering top-level, white-glove service to our clients. Visit us today for a FREE review of your previous year tax return! We use the latest technology, including a secure cloud file exchange and electronic document signatures. You can view our office and meet Greg and Angela at this link: http://www.taxproff.com/greg-freyman-video/
-
A20Reviews
Business Description:
New Era is a debt settlement/ debt relief company that helps people dramatically reduce their debt obligation and become debt-free. Since 1999 we have settled over $200,000,000 in debt for our clients saving them years of monthly payments and thousands of dollars of principal and interest.
Recent Review:
AI researched many debt consolidation businesses. New Era was by far the most highly recommended and I can see why. I contacted them in late 2017. They put me on a four year program to get out of debt. With their help and negations with my creditors we were able to get everything paid off in a year and a half. Two and a half years early. I would have never been able to do this on my own and without their help. They have excellent communication with their clients and set up a portal so you can view everything they are doing and how far along you are in the process. I could not be happier to be 100% out of debt in the amount of time it took. Great job new Era!!!
Reviewed by Gino B.
-
A336Reviews
Business Description:
www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.
Recent Review:
FHe won’t answer phone he’s a con artist!
Reviewed by Shyaam K.
-
A1Review
Business Description:
Credit Monkey is now offering services to all 50 states. We have a automatic software that disputes and challenges all of your negative and inaccurate items as well as inquires on your credit report. We make sure that all corrections are made with all 3 bureaus (Experian, TransUnion and Equifax) to Increase Your Credit Score. Credit monkey has a $0 enrollment fee. Yes, FREE to start, We Don’t charge anything until your first letters are mailed. Rates start from $99 monthly (monthly payments d...
Recent Review:
AMy score was increased tremendously within 40 days of hiring credit monkey. Thank you guys so much!!
Reviewed by Sel Y.
-
A38Reviews
Business Description:
Flexible appointment hours
Recent Review:
APersonal taxes. Robert returns calls, answers questions, is professional and knowledgeable. He explains things well and I recommend him.
Reviewed by Kivie W.
-
A15Reviews
Business Description:
CNY Accounting & Tax Pros are a CPA Firm dedicated to maximizing your cash flow and keeping you in compliance. We offer a broad range of services for business owners, executives and independent professionals including but not limited to: all matters of accounting, auditing and taxation; information systems; finance; IRS problem resolution; estates and trusts; business formation; financial planning and investment, and business consultation and sales. Our high standards, responsive service and ...
Recent Review:
AWorking 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! =)
Reviewed by Stephanie M.
-
F2Reviews
Business Description:
Phil Wasserman Annuities helps retirees navigate the confusing world of annuities and retirement investments. With so many various types of annuities on the market today, it can be very difficult to know which products are right for your unique situation. Phil Wasserman, the leading annuities expert can answer any questions you may have so call today.
Recent Review:
FDo your due diligence before doing any business or signing any papers with this man or any of his associates Ken Rossman, Micheal Wasserman None of them has my fathers best interest at hand when selling him all kinds of insurances which they made huge commissions off . Google PHILLIP WASSERMAN and you will see how he runs his business. Me and my father invested OUR LIFE SAVINGS in his new company FAST LIFE, who Billy Ray Cyrus was once associated with. We are still awaiting outstanding interest and return of our loan. Which was signed under PHILLY ROY FINANCIAL CONSULTANTS LLC- DBA FAST LIFE. WHICH HE HAS NOT UPKEPT HIS BUSINESS OR PERSONAL RESPONSIBILITY IN INTEREST PAYMENTS OR RETURNING OUR LOAN. Then uses threatens and intimidation tactics when called to pay. I wouldn’t even give him 1 star
Reviewed by Laine D.
-
F1Review
Business Description:
Solve a real life problem! Medical billing mistakes cause unnecessary stress and cost to nearly all Americans. Medical Debt Solutions are very passionate for patients who are already overwhelmed with their medical issues, now having to struggle with huge medical debt, which is often full of errors. By auditing your health insurance companies for mistakes, we make a difference. With over 20 years of medical billing, collections and auditing experience we work for patients with concerns about t...
Recent Review:
FPaid up front ( big mistake)....After one full year, still no response or results. She now won’t respond to any emails & I have no results
Reviewed by Christina E.
-
N/A?
Rating Not Available
Pros who have not received a review in the last three years do not have a rating displayed.
0Reviews -
A6Reviews
Business Description:
At A1 Financial USA we have a unique understanding of both a company's and an individual's needs, desires and capabilities, and do everything possible to add clarity to the situation. Planning for the future of your business requires dedication now–building a company that best reflects your goals, and ultimately, working toward protecting what we build, together. For our clients whom are dedicated to creating a legacy, we are equally as driven to create a plan for your success, through bui...
Explore Our Solution Center for Helpful Financial Advisor Articles
Find Financial Advisors in
Recent Finance Advising Reviews in Oswego
-
ACNY Accounting & Tax ProsWorking 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.
-
ACNY Accounting & Tax ProsKurt 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.
-
ARICHARD E JENKINS AGENCY INCJenkins insurance is the best agency by far. Saved me tons of on Auto insurance. Best customer service.- Eric H.
-
APRIMERICAChris 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.
-
ARICHARD E JENKINS AGENCY INCI'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.
-
DSummit Planning GroupI 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.
-
FGARDEN STATE SECURITIESLousy, They recommended lousy stocks and then huge fees. Charge over 25% of the value of the account in fees in 1 year.- Mark S.
-
Fkey bankFor 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.