-
December 2023 by Taylor Kelly
Completely goes MIA on his clients, will not respond to emails or return phone calls. Would give 0 stars if that was possible, stay far away if you care about your money.
-
March 2022 by Maureen Ragimierski
Would not recommend. After initial contact, received a prompt email response from Peter Lawrence. After that, we reached out to him numerous times by phone and email and never received the courtesy of a response. Completely unprofessional.
-
April 2020 by Joseph P.
I have been using Peter T. Lawrence since 2012. I have used him for financial aid application, filing and consultation for my 3 sons. He has far exceeded my expectations and I have highly recommended him to my family, friends and even acquaintances! He is courteous, professional, highly knowledgeable, patient, and knew exactly what schools, whether private or public where in "all" of my son's best interests. Peter also has a wealth of knowledge when it comes to a wide array of wealth management solutions. You as a potential client, would be foolish not to pursue meeting with Peter and letting him help you with whatever your needs are. He is easy to talk to, always answers my emails, phone calls, even if I leave a message, he always has called me back. These aforementioned qualities are a rarity in today's business environment when it comes to taking care of the customer! Again I highly recommend Peter, his wife Elaina, and the rest of the highly professional staff at Wealth Management Solutions! Give him a call @(631) 382-5012 you will not be disappointed.
-
May 2019 by Reese M.
I am honored to be the first "almost client" of Peter Lawrence and wealth management. I called a few weeks ago and spoke at length with him explaining that I was referred by a former client of his. I explained that I was a cancer survivor who fell upon tough times and was now trying to see how I can send my daughter to college. We spoke at length. He convinced me to come in for a consultation. I asked if my college bound daughter could come as we were in this together and I needed her to understand how serious college loans were. He said that was fine. I called this morning and spoke to Dawn to confirm my appointment. She did confirm it at ten. I took off work and went to pick up my high school daughter and remove her from school so she could attend the meeting. An hour and a half later I get a phone call from Dawn that Mr Lawrence had an " emergency" and would be happy to change my appt. He was so nice he even offered to meet me any other day but the day that we had a confirmed appt. Well I waited a long time and I planned my day off and took my daughter out of school for nothing. So no thank you to you and your unprofessional work ethic. I have been in touch with my friend who referred me and made sure she refers nobody else to this "management" company. I made a new appt for someone in Mineola who probably knows what she is doing. No thanks Peter Lawrence . Thanks for getting our hopes up and wasting weeks of our time. You offered to "rectify" after I left my review. Your response is in no way an apology. I am glad things worked out the way they did. I would never want my daughter's college finances in Mr Lawrence's hands. If he knew he was taking a long Memorial Day Weekend- he should have made this appt for a day he had the time to keep it.