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Open 24 hours
68 S Service Rd #100, Melville
Financial Advising
“I need to get information on my SS benefits, I did a 20 minute consultation and the consultant (Norm) was absolutely terrific. I was able to better understand my situation, he even provided an analysis on my earnings and benefits. The cost of the consultation is well worth is.”
“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.”
Financial Advising
Financial Advising
Financial Advising
“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.”