Financial Advising near Manhasset, NY

9 locations found near Manhasset

“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.”

1.8 Poor9 Reviews

“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!”

5 Superb51 Reviews

“Lloyd and team really know my industry and worked with my new bookkeeper to cleanup my books and prep my 2024 return. They are always willing to make me aware of tax strategies that help me make informed decisions in the growth of my growing business. I am a lifer!”

5 Superb24 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 Superb23 Reviews

“The search is over for a reliable,honest tax account that has your best interest at heart.
I value the time he takes to discuss in detail and ways to help navigate the crazy system.
Beautiful office and professional attitude”

5 Superb59 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

“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”

3.5 Good13 Reviews

“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.”

3.2 Average15 Reviews

“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.”

1 Poor7 Reviews