Investing near Huntington Station, NY

8 locations found near Huntington Station
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“Highly Recommend Steven for Your Mortgage Needs! I've known Steven for many years, and I'm delighted to see him embark on a new journey with his new company. Steven is a dedicated and responsible mortgage broker, and he recently helped me secure a fantastic mortgage rate for my first home. I couldn't be happier with the outcome. Steven takes the time to thoroughly understand your financial situation and works tirelessly to find the most suitable mortgage options for you. He guided me through the entire process, ensuring that I was well-informed at every step. His expertise in the field is evident, and I trust him completely when it comes to navigating the complexities of mortgage financing. I've also recommended Steven to several of my friends, and they, too, have had excellent experiences working with him. If you're facing any mortgage challenges or simply want a smooth and hassle-free experience, I have no doubt that Steven can help you achieve your goals.”

4.5 Superb48 Reviews

“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.”

4.5 Superb33 Reviews

“Bob & Chris are very knowledgeable and helpful. I was a bit skeptical at first as I'm very skeptical with my money, but they both were very reassuring and professional. Since I've met them, I've been with them for almost 4 years now and I am very happy with the services provided. If you're looking to invest or need help with financial planning, I highly recommend giving them a call.”

5 Superb4 Reviews

“I've been with David Lerner & Assoc for almost 20 years, with Rich Lerner as my advisor. Needless to say, if I hadn't been pleased, I wouldn't still be there. Rich has always been upfront, helpful, not only regarding my investments with him, but other financial big life decisions, even if he wouldn't benefit. That's the kind of man and professional and now friend he is. During marital crises, health crises, and of course for help for general financial advice, he has soundly, honestly and simply explained my options and guided me in wise decisions. I consider him indispensable and part of my family. My son is now using him and is so impressed and glad he followed my suggestion. Rich took over an hour with him on first conversation just explaining investment basics. What more can I say? I'm well into my senior years and have more peace and security with Rich and Lerner & Associates by my side.”

3 Average38 Reviews

“Wells Fargo Advisors really helped me in investing my retirement money..wisely suggesting various investment options depending on my long term goals... I highly recommend them”

1 Poor3 Reviews

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