What is the phone number Dean Clifford Wealth Advisory 📱?
(646) 954-9742
What Clients Are Saying Dean Clifford Wealth Advisory (GG)
5 /5 Richard Moss: Cliff works very hard, has great knowledge of investment opportunities, will take excellent care of his clients. I recommend him fully.
5 /5 Jeremy Dillon: I was referred to Cliff as a business owner and it was my understanding that Clifford had unique strategies and processes that would reduce my income taxes and solutions that would provide tax-free income during my retirement. I couldnt believe it, so I quickly contacted Clifford for an appointment. After several meetings Clifford came back with strategies that I nor my current advisors at the time were ever privy to having. He made the process extremely educational and every financial component tied together. Overall I am amazed by Cliffords expertise and desire to thoroughly listen to my concerns and ultimately deliver solutions. Highly recommended!!
5 /5 shelly friedland: Excellent, professional service with a caring team that carefully develops your goals with you and offers several plans to achieve those goals. Many products available and all explained in a caring and comfortable manner.
5 /5 Sheena Moss: TOP OF THE LINE
Professional
Has helped many of my friends and family prepare for retirement and protect their savings!!
24 7 around the clock availability
5 /5 kaitlin rooney: incredibly experienced advisor, hands on help was always available to answer any questions at any hour, made me feel at ease when dealing with my parents retirement and protecting their hard earned money
Frank Holt Just recently opened an account at this branch was help by Martin. And could not have had a better experience at opening an account than what was provided by Martin. A real quality person.
Jennifer Meritil This experience has been amazing, we were in need of the funding since we are waiting in a two year long lawsuit. It has hurt us financially and although we know it will be worth the wait. There are some things we can’t wait any longer to handle. So I contacted Louis at Delta funding and he was amazing with a capital A!!! He made sure I got what I needed and helped along the way. He was quick and very professional. Everything he said would happen with the fist call happened right away. I would recommend him to anyone. I kinda wish we knew him personally because I believe he is an amazing guy. THANK YOU SO MUCH LOUIS AND DELTA FUNDING FOR HOUR HELP HOH SAVED US....
Jennifer
Samuel nowhere near as good as Chase nowhere near.. Chase is way more efficient professional theyre both getting almost zero interest on your savings account but so does Bank of America give nothing youre basically using the account to service your everyday needs e... this place is just an aged dated location and theyre whole institution set in their ways youre bound to run into problems with them... especially since the big story on the news about 10 years ago where they used to used open accounts on the customers names who never asked for them was a huge scandal and billions of dollars in lawsuits... stay away from this place stay away go to Chase two blocks away youll be way happier or theres a Bank of America within a few feet of here