Melville, NY Investments

Porsha has been a key asset to our business she has helped us with our growth with the various products and services they carry I will recommend BPF to anyone starting ou ... more

We discussed long-term financial planning with John Hannah, CFP, CPA. He was VERY thorough and patient. He really listened to us. John worked with our goals and gave us d ... more

I know very little about investing, but the good folks at Janney made me feel very comfortable about the process.I met with Rich Rubin and we discussed what my particular ... more

Excellent service and response time Informative and very helpful in all areas of financial planning Great to deal with

Wells Fargo Advisors really helped me in investing my retirement money..wisely suggesting various investment options depending on my long term goals... I highly recommen ... more

Several ex-account holders confused/disappointed in this Wells Fargo & our ex-advisor ZORAN. No return-call or email-reply on time-critical acct issues and questions abou ... more

Very professional. Very intelligent. Gives great advice. 10/10

John Houlihan is a strong and proven leader.

My wife and I used Herman to prepare our tax returns. We were very satisfied with his services. Herman is very professional and knowledgeable. It was a pleasure to work w ... more

I need to get information on my SS benefits, I did a 20 minute consultation and the consultant (Norm) was absolutely terrific. I was able to better understand my situatio ... more

Very nice people Ira was a great help and answered all of my questions and it didn't cost me anything. I would definitely use this company for future planning.

Matt is exactly what I hoped for in a financial advisor; informative and sagacious, patient and friendly. I recommend his services to friends, family, and business colle ... more