Investing near Hauppauge, NY
6 locations found near Hauppauge
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Investing
Investing
“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.”
Investing
“Chris Mancini has been working with us for many years as financial advisor. His work has been great, and professional. Very recently we have also worked with Roseanne Gil, who is also very competent and responsive.”
Investing
Investing
“I normally do not write reviews. However, Charles Schwab and this branch in particular has been a great help in all aspects of investing. Like all companies today, you need to learn how to navigate their web site. I am very pleased with their service.”
Investing
“Jorrell is great! He eases my anxiety so much because I know he has my family's best interest in mind. I'm pleased with the personal touch and genuine care I feel from Mitlin, and I recommend them to anyone of my friends and family.”