Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors
900 South Avenue, Staten Island, NY 10314
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
900 South Ave 4th Floor, Suite 69, Staten Island, NY 10314, United States
About the Business
Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors is a reputable finance institution located at 900 South Avenue in New York, United States. With a focus on providing personalized wealth management services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. The team at Surmanek Wealth Management is comprised of experienced professionals who offer expert advice and guidance on a wide range of financial matters. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Dennis Surmanek and his team are here to help you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
Reviews
"Having a financial advisor you can trust is key. Dennis is highly knowledgeable, responsive and helpful in guiding you through all aspects of investing. He goes above and beyond to help you achieve financial goals and I highly recommend his services for anyone seeking trustworthy financial guidance."
""I had an exceptional experience with this firm. Dennis demonstrated a deep understanding of my financial goals, and he provided tailored solutions that helped me grow my wealth. As a local realtor i have no retirement in place and i have to create one, thats where Dennis comes in. His proactive communication and attention to detail sets him apart. I highly recommend their services for anyone seeking top-tier wealth management." When you want that personal experience reach out and invest correct."
"I retired 3 years ago and Dennis made a scary decision extremely comfortable for myself and my family. Dennis took the time to meet with my wife and I to explain all our options in retirement. Dennis explained how everything would work good and bad. He not only told us how our money would be there through retirement but also explained to us what would happen if we spent above our means. Everything Dennis explained to us has been truthful. He constantly keeps in touch with us to see how we are doing ( making us very comfortable). I trust Dennis in the future of my family and highly recommend him to anyone who is in need of a financial advisor."
"I've been working with Dennis since 2016 and he's been simply amazing. Very knowledgeable and always makes time for his clients. Dennis has never once kept me waiting whenever I have a question. But the best thing about Dennis is his calm and confident demeanor. In the crazy and unpredictable world of finance, it's exactly what out of your financial advisor!"
"Dennis Surmanek is one of the most dedicated financial advisors I have met thus far! He and his office staff are professional, knowledgeable, and extremely dedicated to their clients. Not only do I always feel I am his only client whenever I have a request he has my best interest in mind at all times. I am extremely confident my investments are safeguarded, but also growing, under his watch. Dennis calls regularly to review my accounts and has made solid investment choices to increase my portfolio overall. Look no further when searching for a highly competent advisor!"
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