New York Life: Bruno & Bruno Financial Services, LLC

As a small business owner, finding the appropriate solution to manage my investments often became a challenging venture. I moved to Saratoga Springs and pretty much didn't know anyone. I was fortunate enough to meet Dan Bruno and he spent the time with me to find the right solutions for my financial future. He made things easy to understand and found some very profitable avenues for me to invest in. Whether you are in business or not, the Bruno's are trustworthy people who really put the time into their clients.
10 years ago (05-01-2016)

When I left my last job in Saratoga Springs, I realized I had several different 401k accounts from my last three positions. I came to Dan Bruno from New York Life for advice. He not only helped me rollover all of my accounts into one, but also helped me plan and prepare my finances for the future. He was so pleasant to work with and was very attentive to my financial needs. He really had my best interest at heart. It was a fantastic surprise and I would recommend Dan to anyone!
10 years ago (07-01-2016)