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8AM - 5PM
900 Stewart Ave Ste 500, Garden City8AM - 5PM
401 Franklin Ave Ste 101 & Ste 103, Garden City“I can’t say enough great things about my broker, Steven. He is extremely thorough and takes the time to go over every detail of my brokerage account, explaining everything clearly so you fully understand the process. He is kind, patient, and most importantly, very trustworthy. I never feel rushed and always feel confident about my financial decisions. If anyone is looking for help with their finances, I highly recommend Steven. Steven is the one!“
8:30AM - 5PM
88 Froehlich Farm Blvd Suite 320, Woodbury“Center For Wealth Preservation, LLC is an outstanding firm that truly puts its clients first, ensuring every plan is built around their best interests and long-term goals!“
8:30AM - 6PM
1295 Northern Blvd #24, Manhasset“The team at Lovell wealth management has made me feel better about my financial future“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“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“