Financial Advising in Melville, NY
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5 locations found near Melville
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1895 Walt Whitman Rd #6, Melville NY 11747
“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.”
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68 S Service Rd #100, Melville NY 11747
“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.”
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225 Broadhollow Rd Suite 115, Melville NY 11747
“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.”
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1660 Walt Whitman Road, Melville NY 11747
“I spoke to a young man named Aiden, who was very professional and very straightforward.He explained everything to me in a very nice and kind manner I truly give props to that young man.”
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35 Pinelawn Rd Ste 101E, Melville NY 11747
“My advisor Keith Lanton has been extremely diligent with my account since it’s inception. He gives me hours of his time to explain complexities of the market which guides me with a good knowledge base. My family has benefited a great amount financially since switching over to lantern investments. I highly recommend them!”
