Financial Advising in Melville, NY

4 locations found near Melville

“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.”

5 Superb44 Reviews

“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.”

4.8 Superb38 Reviews

“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.”

5 Superb14 Reviews

“Went to Dom's Hot Wheels Kitchen - the food truck in the parking lot. The only thing better than Dom's food is his personality. It's worth the trip for both!!! He's there Mondays, Tuesdays, & Wednesdays from 8am - 2:30pm serving breakfast and lunch. Affordable and delicious - go check him out!!”

5 Superb12 Reviews