Financial Planners near Babylon

“I have been with Tom and his group for over 26 years. His team is now taking care of my daughters and family. I wouldn’t want them to be in the hands of anyone else to help plan their future.“

“The Breit Group, consisting of Tom Breitfeller, Mike Breitfeller and Andrew Lee are excellent. They have helped me secure a practical and workable financial plan for myself and my family. They are extremely knowledgeable, available and professional. When my 42 year old husband, suffered a terrible injury, it was The Breit group who helped us. Whether you're looking for life insurance, financial planning or any other service, you will not be disappointed. Thank you for all you have done to help secure my family's financial security“

“Tony is well versed on every aspect of the financial industry. My IRA has tripled under his supervision! He answers every question and is beyond helpful when it comes to my finances. Reach out to him - you will not be disappointed!“

“I called Justin‘s office this evening to talk about a couple of items concerning my Life Insurance
I have to say that I found myself hanging up 30 minutes later after not only discussing my insurance policy, but Life in general. My family, his family, my grandkids, his children, our past lives our lives as children ourselves
Justin has a way of making you feel that everything you say and everything you talk about is extremely important to him. He is genuinely caring, Extremely knowledgeable and he goes that extra mile for you no matter how small the task is or how large the task is
He is definitely a man that will look out for your best interest at heart. I am so happy that I have him as my agent. I can’t say enough good about him. Have a wonderful year ahead, Justin you and your family.“

“We have been working with Heller Wealth Management for at least 15 years and have complete trust in their successful management of our investment portfolio and finances. They have consistently produced results in the growth of our portfolio. Accessibility and availability for a quick call or lengthy meeting has never been an issue, and their advice and management of our finances over the years has allowed us to remain confident in our financial future.“

“Great experience working with Kris and Kiran. Kris did a great job at explaining everything clearly and really listened to our needs/ what we were looking for when it came to the policies/plans North Western offers. Kris goes above and beyond to make sure you understand exactly what your family needs and if it can’t be done now, he helps you set up a plan that’ll allow you to do so in the future. Kris and Kiran are both very caring hard working individuals, and I would recommend anyone looking to work with a financial planner to definitely reach out to them.“

“Charlie , Peter and their team are the best of the best!
They are not only cleaver at investing but they are so patient at teaching me. As a woman who never did the finances and suddenly had a lot to learn after my husband passed, they made it very easy for me to understand and are always available when needed!
Anyone looking for an Investment specialists they are it!!“

“Bob McIntosh is an extremely dependable financial and tax advisor. He helps out wherever he can with advice.“

“Amazing service! I was very pleased with how my financial planner walked me through the process and helped me better understand the options available. He was very knowledgeable and patient, and made me feel confident in the decision I made. I would highly recommend working with Charter Oak“

“JJ and his entire team are a class act. They are organized, thoughtful, and operate with a collaborative team approach. They are a pleasure to work with!“

“Working with the Financial Planner at Frisch was a wonderful way to navigate the often frightening process of getting your finances in place. We are not high-income investors, just some middle-class folk looking to have our money work for us. The level of professionalism, knowledge and patience shown to us was unparalleled and we are confident with our investments for the first time ever! I highly recommend Frisch Financial.“