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9AM - 6PM
40 Marcus Dr Suite 250, Melville
Investing
9AM - 7PM
445 Broadhollow Rd #100, Melville
Investing
“I am very confident in David Lerner Associates. My relationship with my advisor, Glen Werner, is something I truly value. His advice and guidance have been extremely helpful and have given me confidence in my portfolio. He consistently works to ensure that my investments are positioned to maximize returns while keeping my hard-earned money safe and secure.”
“If there was ever a company that truly cares about your needs it is Coolidge Capital. They are a top notch company that works overtime to help steer you in the right direction and get you funds immediately. You won't be disappointed...”
“Manuel Ramos has been very attentive to my account, provided many investment options and has adjusted the nature of our investing strategy to match my changing needs.”
“The people were here are direct and helpful. I had opened a brokerage account with fidelity back in 2017 but I had never done any activity on my account. Fast forward years later I finally decided to be serious with investing in the market. I was able to get access to my brokerage and open a Roth IRA as well. It’s been smooth sailing ever since.”
“I had an excellent experience working with Howard. He was courteous, professional and responsive. The insurance underwriting process itself can be lengthy but Howard kept us updated throughout.”
“Very positive experience today. Meghan at the front desk was very helpful with a year end transaction. We stopped in while traveling and appreciate such great service especially from a non local branch. Thanks Meghan!”
“What can I say about OTA and the materials courses. I learned ,very excellent the instructors are very knowledgeable always willing to help the students . Compare to other sources online trading. OTA strategies are the best. Before I joined OTA,I checked a lots of reviews online, some of them okay, but some very negatives. I found out why so. People likes to get rich quick instead of taking time understanding the basic fundamentals of learning step by step the concept. Ones must study hard, do the work daily after all, you will be able to live a better life. Trading requires a good discipline, lots of patience , patience an important virtue. It's okay to lose money no one can predict the stock market or the Forex ,Futures etc... But as an OTA I'm very confident of living a decent life by trading the stock market with a good strategy , ones must have a good reward risk ratio to hedge the market. Education is not cheap, great education is the key of success period. Remember that practice and practice... Thanks again to my counselor and my instructors at OTA.”
“Everyone in this branch is more than helpful, Understanding, polite and very patient, before you leave this office or hang up the phone, they make sure that you understand and explain everything before proceeding forward. I would highly recommend”
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“I had an excellent experience with Interstate Home Loan in Melville, NY. Ryan and Jason were incredibly knowledgeable and professional throughout the entire process. They guided me step-by-step and made securing my DSCR loan smooth and stress-free. Their communication was clear, timely, and always helpful. I highly recommend Interstate Home Loan, especially Ryan and Jason, for anyone looking for a reliable lending team.”