Financial Advising near Jericho, NY

“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!”

“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.”

“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.”

“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 went here today to take care of some paperwork. While I do dislike Fidelity overall I'll have to admit the workers here were very polite and helpful. So not sure about all the other negative reviews. But things were actually good, but again I do dislike Fidelity and moving my business elsewhere in the future. But I'll give them 5 stars because today they deserved it.”

“I work in the financial industry and my family and I have been clients of AG Morgan since its inception. From day one we have felt extremely comfortable in this exquisite boutique setting, and have enjoyed the personal touch of the AG Morgan staff. They continually provide us with patient education, guidance, zero-pressure decision making, and affordable safe options for investment that we have relied upon, and benefited from, countless times. The highest value in a partnership with AG Morgan is getting advice from someone who you trust, that knows you and understands your goals intimately. We would never go anywhere else.”

“We went to pinnacle tax in Seaford in ny for help from Kevin battcher about my friend Barbara concerning unemployment fraud using Barbara’s identity to collect in which someone collected $12k from New York StateKevin did a job in reporting Freud and sending proper documents to the department of labor so that they can investigate what account the money was sent toThank god for Kevin help Barbara’s name will be clearedKevin is amazing at the work he does to help peopleThank you so muchBarbara and mike”

“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!”

“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.”

“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.”