Investing near Greece, NY
18 locations found near Greece
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“We found Ralph Angelo just as my husband was about to retire, and he was highly recommended for knowing how to manage getting our money from the company that was facing difficulties at that time. Ralph and his team did a wonderful job in securing our retirement investment and lump sum payout. We have been with APG for 10 years now, and couldn’t be more pleased! Ralph has brought together a great team of sharp and intelligent professionals to cover the spectrum of needs. We have experienced service above and beyond what would be usually expected. Ralph is available to answer our questions and explain our investment options whenever needed. Through his recommendations and maneuvering of the money in our investments we feel very confident in our financial future. Although we may only see or speak with Ralph two or three times a year, we consider him a good and trusted friend. We have no hesitancy in wholeheartedly recommending Ralph Angelo, and the Angelo Planning Group.”
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“High Falls Advisors offers the personalized guidance and financial advice I need as I approach retirement including tax planning, estate planning and investing. Very, very happy with their services and attention.”
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“Nanette is absolutely awesome. Not only a consummate professional but friendly, personable, welcoming. I can't say enough good things about Nanette. She's fantastic.”
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“I have had nothing but a positive experience at Rochester Wealth Management. They get to the point and get the job done. Jeff Bridges is a straight shooter. No sugar coating. Matt Kreutz is honest, trustworthy and is always there to answer my questions. If you don't need sunshine blown up your hoo-hoo but just want a firm to help you make money for your retirement, this is the firm you can trust to do that.”
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2042 Chili Avenue, Rochester
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3820 Dewey Ave, Greece Locations
“Melissa Talarico is a phenomenal wealth advisor who instills confidence and trust in every moment. With Melissa's help I am becoming far better educated on the investments I had and how we can create a new portfolio that actually meets and exceeds my needs including having a clear appreciation and understanding of the products I have already and how these can begin to work better for me now and tomorrow.I am beyond grateful for a wealth advisor like Melissa Talarico who has my financial and overall wellbeing as a priority in every conversation and transaction. Thank you so much for having me as a client and for the magnificence of Brighton Securities as a fantastic company.”