Financial Advising near Wantagh, NY

“Joe took his time to educate and guide me through the process with clear explanations, ultimately leaving me feeling informed and confident in my financial decision. Thanks much!”

“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.”

“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.”

“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.”

“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.”

“We went to pinnacle tax in Seaford in ny for help from Kevin battcher about my friend Barbara concerning unemployment fraud using Barbara’s identity to collect in which someone collected $12k from New York StateKevin did a job in reporting Freud and sending proper documents to the department of labor so that they can investigate what account the money was sent toThank god for Kevin help Barbara’s name will be clearedKevin is amazing at the work he does to help peopleThank you so muchBarbara and mike”

“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.”

“I work in the financial industry and my family and I have been clients of AG Morgan since its inception. From day one we have felt extremely comfortable in this exquisite boutique setting, and have enjoyed the personal touch of the AG Morgan staff. They continually provide us with patient education, guidance, zero-pressure decision making, and affordable safe options for investment that we have relied upon, and benefited from, countless times. The highest value in a partnership with AG Morgan is getting advice from someone who you trust, that knows you and understands your goals intimately. We would never go anywhere else.”

“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.”