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“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.”
Open 24 hours
68 S Service Rd #100, Melville
Financial Advising
“Initially I wasn't sure what to expect. I was a bit hesitant about sending $600 to someone I had never even met except over the phone and a web site, but it turned out to be money well spent and I'm super happy. Along with a 17-page analysis, Tom spent 35 minutes with me on the telephone. He answered all of my questions clearly, concisely, and in language I could understand, and he kindly offered to remain available in the future if other questions pop up. It was money well spent and gives me peace of mind that I can retire knowing what my social security income and my wife's survivor benefits will be.”
“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.”
8:30AM - 5PM
425 Broadhollow Rd Suite 105, Melville
Financial Advising
“The leadership and team of CNB's Melville office is top notch. I came over from a bigger bank where I was just a number. At CNB everyone knows my name and they actually spend time talking to me. Every person there is knowledgeable and they work so well together as a team. The branch manager MS is promoting a culture of growth and knowledge. My banker JDO is always available to talk and makes me feel like I matter. My only concern is that MS and JDO will be promoted to bigger and better things because they are great, however, they have done such a great job of building a team that I know I'll always be in good hands. They never sell me, I just want to give them my business.”
“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 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.”
“The leadership and team of CNB's Melville office is top notch. I came over from a bigger bank where I was just a number. At CNB everyone knows my name and they actually spend time talking to me. Every person there is knowledgeable and they work so well together as a team. The branch manager MS is promoting a culture of growth and knowledge. My banker JDO is always available to talk and makes me feel like I matter. My only concern is that MS and JDO will be promoted to bigger and better things because they are great, however, they have done such a great job of building a team that I know I'll always be in good hands. They never sell me, I just want to give them my business.”
8:00 AM - 6:00 PM
225 Broadhollow Rd Suite 110, Melville
Financial Advising
“Knowing Mrs Emily Alison has been a blessing to Me, my family and friends, there's no disputing the fact that she is the best account manager ever. I just made another withdrawal few moments ago, it was so great this is really an opportunity knowing you wow friends I can't be so selfish enough to enjoy this blessing alone you can always contact her directly so she can help you too. She is ready to show you how you can trade and make profit, I'm a living testimony I invested $1000 and I got my profit today after 5 days trade I made a withdrawal of $13,600 as my profit in return wow I'm so happy believe me friends it works 100%. try her and see the blessing. contact her today”
“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”
9:00 AM - 6:00 PM
58 S Service Rd # 400, Melville
Financial Advising
8:30AM - 5PM
35 Pinelawn Rd Suite 101E, Melville
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“Working with Jimmy Peters for our tax returns was a pleasure. Hes knowledgeable and personable. He answered any questions I had and responded almost immediately. The returns were completed and transmitted very quickly. Ill certainly use him again in the future.”