Financial Advising near Commack, NY

6 locations found near Commack

“I have been working with Jeffrey C Lewis of Planning Financial Futures Inc.for the last 9 years. This collaborative partnership has been very positive and rewarding during good times as well as during recent difficult times. Jeffrey is a good listener and works with his customer on a one on bases and with the best interests of his clients needs and forward looking objectives. Jeffrey is always available and returns messages and calls without delay and is always well prepared when scheduled portfolio review calls take place. Overall we are very well taken care of and in good hands with Jeffrey and Planning Financial Futures Inc.”

5 Superb31 Reviews

“I have known Larry Sprung for over 40 years. We went to grammar and high school together. Although we lost touch for a couple of decades, I was drawn to his energetic appearances all over social media. He had developed a skill set, talent and accreditation in a field I was in need of guidance in. Kick starting our relationship on a new level was exciting for two reasons…I had a true understanding of where “he came from” and the type of person he was…and still is. Larry puts his heart into everything he does, both professionally and in his personal life. A true family man, who is eager to help others and their families achieve financial success. It has been a real JOY for me to be reconnected, but not because of the financial planning, but rather Larry and the Mitlin team are the type of folks I like to be around. Hard working honest people who strive to do what they do, the best they can, so those they serve can achieve wonderful things.”

5 Superb20 Reviews

“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 situation, he even provided an analysis on my earnings and benefits. The cost of the consultation is well worth is.”

5 Superb15 Reviews

“Working with Jimmy Peters for our tax returns was a pleasure. Hes knowledgeable and personable. He answered any questions I had and responded almost immediately. The returns were completed and transmitted very quickly. Ill certainly use him again in the future.”

4.4 Superb43 Reviews

“We have been very satisfied clients for 10 years. Safe Harbor Asset Mgmt. has proven to be client focused and very disciplined throughout the ups and downs of the market. The entire staff is professional, accessible, attentive & responsive to any and all questions or concerns. We highly recommend Safe Harbor Asset Management.”

5 Superb3 Reviews