Financial Advising near Manhasset, NY
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17 locations found near Manhasset
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1900 Northern Boulevard Ste East, Manhasset NY 11030
“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.”
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56 Harrison St Suite 203, New Rochelle NY 10801
“First rate company from top to bottom. Well versed in all aspects of financial dealings from tax implications to retirement accounts to financial advise. I could rate them higher than five stars, or else I would. I feel 100% confident and safe knowing that FF Partners are handling my finances!”
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36-01 208th Street, Bayside NY 11361
“I've had so many accountants each with their own problems. Some were unresponsive, incompetent, some couldn't get it done by April 15th and many other issues. I found Neil through Yelp. I couldn't believe all the good reviews and I thought it might be fishy. But I can honestly say he always exceeds my expectations. I can't believe the turn around time. If I need anything corrected again, the turn around time is incredibly fast. He doesn't just do my taxes. He helps me make business decisions and he knows a lot about business and real estate. Thanks to him this is one part of my life I don't have to worry about anymore.”
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203 Rockaway Avenue Suite 2, Valley Stream NY 11580
“We started working with Lloyd at Master Tax Services about a year ago. We felt like our business portfolio was such a big mess a year ago. Lloyd worked well with us and taught us many things we didn't know before. He clarified things, helped fix some errors, and made it all seem like it wasn't that bad. Lloyd and his team have helped us streamline and simplify our business portfolio. We still have a long way to go, but we finally feel like we are working with a CPA who really can help us.”
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475 Northern Boulevard Ste 26, Great Neck NY 11021
“Are you able to say you just love your financial advisers and investment team? If not, why?? The Kutz brothers are your answer. The best, easiest to understand and worthwhile advice are what they specialize in. I am the third generation of my family to benefit from their service. They are upstanding, fair and honest to a fault. With them, we feel safe and informed. I cannot possibly express our satisfaction enough, they are excellent!”
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40-21 214th Place, Flushing NY 11361
“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”
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101-24 99th Street, Ozone Park NY 11416
“Ben is the CPA we have been searching for since the inception of our business. Extremely knowledgeable and wants you to be involved in your tax preparation and financial future.He took us through our return page by page and offered many suggestions as to how we can save money, raise profits and streamline the business.We could not be happier that we found Faulisi & Company and look forward to a long fruitful relationship.”
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212-45 26th Avenue Suite 5, Bayside NY 11360
“For over 35 yrs. Joan has been there for my family and I. She's assisted in audits and enabled my mother to retire comfortably with her outstanding financial planning. I highly recommend and trust her.”
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112-41 Queens Boulevard, Forest Hills NY 11375
“I've worked with Craig Bergen for well over 15 years and he's done exceptional work. He carefully combed through my materials, found appropriate write offs that I'd have missed and in such ended up saving me money. He takes time to explain the process too. Such a likable guy and reasonable priced service. I can't recommend highly enough!”
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213-33 39th Ave, Bayside NY 11361
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108-22 72nd Avenue Suite 1A, Forest Hills NY 11375
“Gary is the BEST! Been going to Gary now for a couple years to handle my S-Corp returns and he has always been fantastic! First of all he has a great personality which is extremely important because it makes the whole process much less stressful, and makes it easier to ask questions, etc. He's also extremely experienced & knowledgeable and has given me tons of advice & strategies such as how to structure my business, tax saving opportunities, and much more. Would highly recommend him to anyone, great guy!”
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1130 Franklin Avenue, Garden City NY 11530
“The people were here are direct and helpful. I had opened a brokerage account with fidelity back in 2017 but I had never done any activity on my account. Fast forward years later I finally decided to be serious with investing in the market. I was able to get access to my brokerage and open a Roth IRA as well. It’s been smooth sailing ever since.”
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600 Old Country Rd, Garden City NY 11530
“I have been self-directing and utilizing various roboadvisors for 20+ years with relatively little to complain about. However, I recently discussed my horizon and goals with Fotios and came to the conclusion there is no better place to hold my assets than with Schwab and with someone you trust. I have had a welcoming experience migrating accounts over and am very happy with the professionalism from this branch”
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40-04 Bell Boulevard Ste A, Bayside NY 11361
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600 Old Country Road, Garden City NY 11530
“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.”
