Melville, NY Investment Service

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

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 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

Ive been working with James for years now hes is a great adviser, always very informative and knowledgeable. Its been nothing but a great experience being his client.

Mr. Donnino took his time and shared his perspective and considerable knowledge and experience. I highly recommend Matt for all his professional advice related to finan ... more

Folks you can trust!

Saved me $600 over Allstate with the same coverage, open late and on weekends. Very helpful and bilingual!

From First time Home Buyers to seasoned investors, their professionalism and unique services is second to none

Awesome financial help me make million 20% growth on my portfolio