Investing near Syosset, NY

11 locations found near Syosset

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  1. 477 Jericho Turnpike, Syosset NY 11791

    4.6 Superb 59 reviews

    “I've been working with Glenn Werner for more than 10 years now and every year my account grows. He has spent the time to educate me and lay out reasonable options for the investments. He has earned my trust and he is never aggressive in his approach. I would happily recommend him to others needing investment advice that preserves principle.”

  2. 40 Marcus Dr Suite 250, Melville NY 11747

    4.7 Superb 119 reviews

    “Such an amazing, smooth experience working with Jason and Ryan at interstate home loan. I had such a supportive, positive, helpful process- nothing short of spectacular! I Would recommend them to anyone !!! You Won’t regret it ! Thankyou guys! 5/5 stars and above !”

  3. 445 Broadhollow Rd #100, Melville NY 11747

    5 Superb 13 reviews

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  5. 1 Old Country Rd #390, Carle Place NY 11514

    4.4 Superb 7 reviews

    “If there was ever a company that truly cares about your needs it is Coolidge Capital. They are a top notch company that works overtime to help steer you in the right direction and get you funds immediately. You won't be disappointed...”

  6. 600 Old Country Rd, Garden City NY 11530

    3.5 Good 13 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”

  7. 1130 Franklin Ave, Garden City NY 11530

    3.2 Average 15 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.”

  8. 50 W Jericho Turnpike, Huntington Station NY 11746

    4 Good 3 reviews

  9. 445 Broadhollow Rd #405, Melville NY 11747

    3.7 Good 3 reviews

    “I had an excellent experience working with Howard. He was courteous, professional and responsive. The insurance underwriting process itself can be lengthy but Howard kept us updated throughout.”

  10. 145 Pinelawn Road Middle Building #350 South, Melville NY 11747

    2.3 Poor 33 reviews

    “What can I say about OTA and the materials courses. I learned ,very excellent the instructors are very knowledgeable always willing to help the students . Compare to other sources online trading. OTA strategies are the best. Before I joined OTA,I checked a lots of reviews online, some of them okay, but some very negatives. I found out why so. People likes to get rich quick instead of taking time understanding the basic fundamentals of learning step by step the concept. Ones must study hard, do the work daily after all, you will be able to live a better life. Trading requires a good discipline, lots of patience , patience an important virtue. It's okay to lose money no one can predict the stock market or the Forex ,Futures etc... But as an OTA I'm very confident of living a decent life by trading the stock market with a good strategy , ones must have a good reward risk ratio to hedge the market. Education is not cheap, great education is the key of success period. Remember that practice and practice... Thanks again to my counselor and my instructors at OTA.”

  11. 585 Stewart Ave Unit L60-C, Garden City NY 11530

    2.3 Poor 12 reviews

    “Manuel Ramos has been very attentive to my account, provided many investment options and has adjusted the nature of our investing strategy to match my changing needs.”

  12. 68 South Service Road Suite 200, Melville NY 11747

    2 Poor 7 reviews

    “Everyone in this branch is more than helpful, Understanding, polite and very patient, before you leave this office or hang up the phone, they make sure that you understand and explain everything before proceeding forward. I would highly recommend”

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