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“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.”
Open 24 hours
68 S Service Rd #100, Melville
Financial Advising
“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.”
“I have worked with Winnie and her team for many years now and highly recommend her work. She is very thorough and takes the time to answer questions when they do come up. 5/5 stars and will definitely use again.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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.”