Financial Advising near Valley Stream, NY

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“I used them for the first time after using another CPA firm for 17 years and I'm very pleased with their work and knowledge. I plan on using them going forward.”

5 Superb12 Reviews

“Mr. Silber was very patient and answered all of our questions. He is very knowledgeable. Mr. Silber makes himself accessible to his clients and we felt comfortable with him right away. I will recommend him to friends and family because I know that he is trustworthy.”

4.9 Superb32 Reviews

“Keith is best ..he knows what he does, he has more knowledge than others, wonderful person, wonderful work, wonderful soul, he filled my taxes past years and this year too .love the way he works,completely positive, my taxes were pending,he fixed everything so well.i wish if I can more than 5 stars bcoz I love the way he cared me. Thanks keith.”

4.7 Superb25 Reviews

“Neil G. Carousso is the best! I only regret that he wasn't my accountant and advisor in the past. His knowledge is unsurpassable, and his service is rapid and accurate. He sends an informative newsletter every week and always answers my questions immediately. I highly recommend Mr. Carousso; you will stay with him forever!”

4.8 Superb17 Reviews

“Bob has been my accountant for the last 4 years. Very happy. His rates are fair. His staff is great. And Bob is always so helpful. Throughout the year if I have any questions, he always answers them, and so promptly. I'm grateful for his guidance. If you’re looking for an accountant, definitely give Bob try. I’m glad I did!”

5 Superb8 Reviews

“Ben is the CPA we have been searching for since the inception of our business. Extremely knowledgeable and wants you to be involved in your tax preparation and financial future.He took us through our return page by page and offered many suggestions as to how we can save money, raise profits and streamline the business.We could not be happier that we found Faulisi & Company and look forward to a long fruitful relationship.”

5 Superb6 Reviews

“Andrea Parness and her entire staff are a pleasure to work with. They make the stressful task of filing income tax returns a breeze. Questions are answered immediately and wonderful customer service. Everyone in the office is so courteous and professional. If you are looking for an accountant who puts your best interest first, look no further. A. Parness Company, CPA is simply the best.”

5 Superb3 Reviews

“I went here today to take care of some paperwork. While I do dislike Fidelity overall I'll have to admit the workers here were very polite and helpful. So not sure about all the other negative reviews. But things were actually good, but again I do dislike Fidelity and moving my business elsewhere in the future. But I'll give them 5 stars because today they deserved it.”

4.5 Superb4 Reviews

“These guys have been preparing my tax returns for the past 5 years now, and I couldn't be happier. They are conveniently located right on Queens Blvd, and are always available to answer questions all year round. The staff is friendly, and they always do whatever they can to minimize my taxes. Unlike other accountants, they are also financial and investment professionals. Other places I've been to just transcribe numbers without thinking outside the box, and offering various tax planning strategies. Not only do they handle my taxes, but they also handle my investments. I also love the fact that they are a family owned operation and even if Craig, my accountant / financial planner, isn't available that day, there is always someone around to help me if I call. I highly recommend them!”

4.2 Good5 Reviews

“I highly recommend signing on with Ronald and The Fine Art Investment Group of America! I have been consulting with Ronald regarding my Art interests for a year now. I had originally found The Fine Art Investment Group of America – through a friend, and was looking for someone local and trustworthy. I'm happy to pass along my recommendation along with the others who have also said great things!During my first consultation with Ronald, I found him very personable, easy to understand and a straight shooter.”

5 Superb2 Reviews

“Joan D Siegel CFP of 212-45 26th Avenue Bayside Queens has been in the business of financial planning, retirement planning, wealth management, and tax preparation since 1983. To become a Certified Financial Planner she studied for 2 years, she took a test each Semester, 3 tests a year of 6 hours each, for 2 years, a total of 6 tests. In those years the pass rate was 30% Most of her clients, like me, have been with her for years. She is with us through thick and thin, in times of need, in emergencies, through changes in our finances, changes in our lives, changes in our family and, yes, we do lean on her. She takes it all in her stride as consultant, adviser, manager and special friend.”

5 Superb2 Reviews

“Decided to condense our money into a little bit simpler place even though they say don't put all your money in one spot which we didn't but we did condense a couple of places to this one and I can actually say I like the results I am getting is a good financial firm you get a good percentage back on your money so if anybody's looking for something to put their money into other than the bank because you get nothing at the bank interest wise look into this place you won't be disappointed”

5 Superb2 Reviews

“Since I am planning an overseas trip I did a little research and found the travel community raves about the ATM features of Charles Schwab's checking account with good reason. They reimburse you ALL ATM fees and NO foreign transaction fees (when you take money out in another currency). In general I found you usually get the best exchange rates withdrawing funds directly from your bank account instead of exchanging money at the booths you find in airports/cities around the world, or bringing a wad of dollars to a bank. That alone was the main reason for opening an account, but I also found they have 24 hour customer service. It is US based and knowledgeable. You can also chat online so no need to speak on the phone. I did find they tend to ask questions about your investment plans and do try to steer you towards their investment products. To open a checking account you also need to open a brokerage account, but there are currently no requirements to fund it. You may want to. In looking over their investment options they have some competitive expense ratios on their mutual funds and ETF as low as .03% beating the low cost investment leader, Vanguard in some categories. Stick with the no transaction fee funds and ETFs, because the ones with fees are pretty high. The fine print states that expense ratios can change at any time, but as of now that is some of the very lowest around. Truly pleasantly surprised by my experience so far. Hoping the good vibes continue when I travel over the summer and actually use my ATM privileges.”

2.8 Average12 Reviews

“Staff at this office have always been professional, courteous and responsive. Jack Vogelzang in particular introduced the Schwab Intelligent Portfolio to me and I couldn't be more pleased. The only way they could get a fifth star from me is if they actually gave away free money the way the Fed seems to these days.”

2.6 Average5 Reviews

“I usually frequent the other two major drug stores but needed to pick up a specific medical creme for a family member that only Rite Aid carries. The store was spacious, well lit and clean. It seemed well stocked in general. I was overjoyed when I found the item I was in search of and scooped up the last two. The cashier was friendly and helpful with updating my membership account. They offer a paper bag (at no charge) Their (free) parking lot is ample. They're open 24 hours. The pharmacy opens at 8 or 9 am and closes in the evening.”

1 Poor1 Reviews

“I first spoke with a gentleman in September of 2021 regarding funding for my business. At first, we working on the file for about a month trying to get us funding. After a few attempts it turned out we couldn't qualify due to my credit but after a few follow ups and steps to improve my credit, we were able to secure a loan a few weeks before Christmas which was amazing and much helped by the loan officer that was in charge of my account. Without their help and their constant follow-ups I would have not been able to secure the loan and keep my company afloat. Sometimes it was tough with the calls but at the end of the day we got it done. My experience felt like a long process but there was clarity at the end of it and I would recommend them based of customer service alone.”

1.4 Poor7 Reviews

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