Financial Planners near East Meadow

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“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.“

“After decades of procrastinating we finally made the move to find and meet with a financial planner. We were clearly meant to wait as finding Landmark has literally been the answer to our prayers. Their team approach is unique, their expertise and professionalism are unparalleled. So grateful to be working with Stuart and his colleagues who have already spent so much time with us. I cannot say enough to express and share our thanks !“

“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!“

“We are Dean Rothman fans! Over a number of years Dean has helped us to have a safe and secure retirement. He is patient, available, smart and friendly and we are glad we found him.
Ralph and Katherine“

“I never realized how much I needed a money manager until I went to a money manager.
I'm not exactly sure how to write a financial planner review, but I'll give it a shot.

The experience I had with Robert Kilroy and Cortney Fortunato was extremely professional, well prepared and very insightful. I believe it was the most comfortable conversations I've had about money in my entire life with anyone. With my information in their hands, they laid out a very comprehensive and focused direction of my financial future. Some things I have thought of on my own and wanted to hear and others were ideas I've never heard before but we're extremely appropriate for my situation and my life right now.

I would highly recommend anybody to contact Point Wealth Management and at least hear them out. There was absolutely no pressure to move forward as a consultation and there is no charge for a conversation with them. This group absolutely knows what they're talking about, so it's no surprise that I have taken their advice and decided to go with them.
Of course time will tell, but I feel extremely confident in their competence. My wife and I looking forward to seeing the plans come to fruition.“

“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.“

“Such amazing people in this office. Everybody is so friendly and willing to help. The firms partners are so humble, and I couldn’t be in better hands when it comes to my financial decisions.“

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“Whenever I call Robin S. Weingast & Associates they are so patient. If they can't take my call right away they call back quickly, and always with the information I need. No matter who I work with there, they are really up to speed.“

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