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Recent Finance Advising Reviews in Pittsford

  • A
    PuroClean of NorthWest Rochester
    Randy did an excellent job. He responds quickly to requests, provides valuable services, and follows up to ensure that issues and problems are resolved. Randy brings a can do approach to situations with a strong focus on excellent customer service. He is both professional and friendly. I highly recommend Randy and would utilize his services again in the future.
    - Robin B.
  • A
    Landmark Financial Advisory Services LLC
    I've visited Tim Hayes at Landmark Financial on three separate occasions over the past several years, mostly to run ideas by him and to give him a chance to tell me whether I was making sense. He's been a great sounding board and on each occasion has raised and clarified several issues that I'd overlooked, and thereby made my decisions much easier. He's very easy to talk to, very quick to understand what I'm saying, very sharp about bringing up additional things to think about, and all around everything I could have asked for. Very highly recommended.
    - steven l.
  • A
    Sales Sense Payments, Inc.
    I found Mikes services to be very beneficial.  I had never had any formal sales or management training.  After working with Mike, I was confident as a leader and my ability to communicate expectations.  He also helped us develope a formal sales process for our team.
    - Eric B.
  • A
    WALLL STREET FINANCIAL GROUP INC.
    It seems Craig is always available for the small questions as well as the large ones. He takes time to review concepts and laws. I have learned a lot from him about financial planning and how to protect my nest egg. I recommend him highly as he is honest and has only my best interests as his primary concern. He draws a salary and so is not constantly trying to sell me products I don't need.
    - SUSAN M.
  • A
    Landmark Financial Advisory Services LLC
    At Landmark Financial Advisory Services I see Timothy Hays. He does not sell any products. He will review your financial situation any way you like. He makes suggestions. He does a comprehensive financial plan for you or he will look at specific topics. He charges by the hour. If you want him to review your portfolio he will do that also.
    - Carol G.
  • A
    Sales Sense Payments, Inc.
    Since we're so new in business, we are starting small with mobile solutions for accepting credit cards and then moving up as we get more clients. That way we are still able to get into business without spending more money every month than is necessary until we need to.
    - John F.
  • A
    KRUEGER FINANCIAL GROUP
    Through the years I have given them more and more business. They are professional and friendly. What I liked best is that they will take over all finances for my wife if I pass on first, and do not want everything in their hands now. From what I can gather from checking other sources there fees are in line for types of services offered. Another item that was beneficial was that for my retirement, spousal benefits I could be purchased through a policy at a substantial lower cost then if I selected full spousal benefits for my retirement from my employer.
    - John H.
  • A
    HARRIS & CO
    I had a coupon that saved me $25. I met with the owner of the company and I thought he was very good. He explained things and told me what to expect. He took a few minutes to explain about investing. It was a very positive experience. I didn't price other places.
    - Ramona N.
  • A
    Brighton Securities
    I have been a satisfied client of Brighton Securities for over 20 years. I have lived through many ups and down in the market but with George Conboy's direction and support, I have comfortably 'weathered the storms'. George's uniqueness lies in his ability to listen to his clients to fully understand their lifestyle, needs, hopes and most importantly, their 'comfort level'. Individualized financial planning, ongoing communication, continuous followups, and quick responses are the reasons I'm with Brighton Securities!
    - BARBARA S.
  • A
    RALPH PARKS INVESTMENT GROUP LLC
    We have been with Ralph's group for six years and are very happy with the results. His investment performance has exceeded the benchmarks and his customer service is outstanding. His fees are a percentage of the funds under management. He has provided advice and contacts for long-term care insurance, business insurance, and tax preparation as well.
    - Thomas K.
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Financial Advisors in Pittsford

Companies below are listed in alphabetical order.

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