Financial Advising near Huntington, NY

“We have been very satisfied clients for 10 years. Safe Harbor Asset Mgmt. has proven to be client focused and very disciplined throughout the ups and downs of the market. The entire staff is professional, accessible, attentive & responsive to any and all questions or concerns. We highly recommend Safe Harbor Asset Management.”

“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.”

“Lawrence Keller asked specific questions and quickly determined that the best option for me was not one he could PERSONALLY provide. He referred me to someone who could without a second thought or sales pitch. To me, this speaks VOLUMES about his character and professional values and I'll be using and recommending him for any future needs.”

“I've been using this accounting service for 5 years, and I couldn't be happier. Winnie is professional, responsive, and incredibly knowledgeable. Highly recommend to anyone looking for reliable and trustworthy accounting support!”

“Since me and my family have had the pleasure to work with Kareem, we’ve been treated extremely well and have never had any issues or troubles. Kareem is always accurate, detailed, on point, and punctual. Kareem never fails to impress and most impressively, he’s extremely hard working and dedicated to not just us but all his clients. His brilliance and excellence shines through his work and his sociability and ability to openly talk is a gift. It’s been an absolute pleasure for our family as we work with Kareem and trust him with our policies and and insurance finances. I would highly recommend Kareem.”

“Unfortunately, I had a former accountant that I discovered was unethical and unreliable. I was being audited and desperately needed a new accountant. I asked a friend to recommend someone. He highly recommended Sal Albanese. I contacted him. Sal was warm, friendly, and answered all my questions. He provided me with his email and cell phone number in case of an emergency. He gave me expert advice and resolved all my issues with the IRS. He provided me with so much psychological relief. Now I use him on a regular basis. I use his practice for all of filing needs, including my corporation, I'm a small business owner, and my personal tax returns for both me and my wife. His accounting practice is now a well oiled machine. I get reminders about important filings from his family members who work with him in his practice. He created a secure portal where I take pictures of all my tax documents and upload them. He provides me with a pre-tax questionnaire every year so I can save time and avoid needless meetings in his office so he can process my taxes and refunds faster. I highly recommend him.”

“A couple of years ago, I was searching Google for a new accountant in the Commack area by where I live. I was fortunate to come across Tom who works at Hoffman & Bentovim, and he is absolutely fantastic.Tom has been my accountant ever since. I have almost never engaged in a professional services contract such as one with an accountant or an attorney in which the person I hired was so responsive, patient, helpful, genuine, knowledgeable, and on top of things. That is not an exaggeration.He’s truly been wonderful and guided me through everything and with a smile on his face. I’ll never look for another accountant again, and Tom will always be the person I recommend to others who ask for a referral for one.In addition to being so effective professionally, I have enjoyed getting to know him better and consider him a friend.”