Financial Advising near Manhasset, NY

7 locations found near Manhasset

“Great advisor!! Patient, kind, listens and explains clearly answers to my questions. I am an inexperienced investor so that is essential to me. He knows his trade well and my accounts are doing wonderful.”

5 Superb59 Reviews

“I have had the pleasure of working with Kevin Myers at Flynn Financial Partners for almost a year. I was about to begin my retirement journey. The care, information, and support from Kevin and the entire team at Flynn Financial has been exceptional. Through this transition, I have felt comfortable and informed the entire time. I was also able to have my 2023 taxes done by Daniel Confreda and Mosaic Tax Management. Although my tax situation was a bit more complex this year, the task was done quickly, efficiently, and with expert advice. I highly recommend any and all Flynn Financial Services and I have recommended them to friends and family.”

5 Superb31 Reviews

“Keith is best ..he knows what he does, he has more knowledge than others, wonderful person, wonderful work, wonderful soul, he filled my taxes past years and this year too .love the way he works,completely positive, my taxes were pending,he fixed everything so well.i wish if I can more than 5 stars bcoz I love the way he cared me. Thanks keith.”

4.8 Superb25 Reviews

“Lloyd and his team completed an exceptional job preparing and assisting our tax filing this year just as he did the previous year. We are continuing to work with Lloyd and his team and recommend anyone else to consider using his services.”

5 Superb23 Reviews

“I have worked with Bob for a number of years and he is the best, as well as his office staff. Responsive, helpful, and will go through all of your questions and concerns. I highly recommend”

5 Superb9 Reviews