Financial Advising near West Hempstead, NY
30 locations found near West Hempstead
View Map8:30AM - 5PM
365 Hempstead Ave, West Hempstead
Financial Advising
Financial Advising
Financial Advising
“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.”
10:00 AM - 8:00 PM
214-39 Jamaica Avenue REAR, Queens
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“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!”
Financial Advising
Financial Advising
“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
8:30AM - 5PM
213-33 39th Ave, Bayside
Financial Advising
10AM - 5PM
4403 Austin Blvd, Island Park
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
“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”
Financial Advising
Financial Advising
“Several years before my retirement, Fidelity helped set up a cash flow plan. Even after my retirement, Fidelity has stayed with me and tweaked the plan as needed. As a result, I'm having a wonderful retirement!”
Financial Advising
8:30AM - 5PM
600 Old Country Rd, Garden City
Financial Advising
“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.”
Financial Advising
“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.”
Financial Advising
8:30 AM - 4:30 PM
4004 Bell Blvd Ste A, Bayside
Financial Advising
Financial Advising
Financial Advising
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
9:00 AM - 5:00 PM
1600 Stewart Ave #303, Westbury
Financial Advising
Financial Advising
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