Financial Planners near Hauppauge

“Chris has demonstrated high levels of character and integrity since the day we met. I had the pleasure of bringing him to the financial services business over a decade ago and very proud to see the man and professional he has become.“

“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!!“

“Recommend going to McIntosh income tax very smart and professional and knows his stuff number one in his business took care of me look out he looks out for my best interest and everyone else's and highly recommend them“

“Lou is the man ! He has informative tips and is so sweet ! He’s patient with all my questions and has a quick turn around time . Recommend to everyone - Thanks Lou!“

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“Steve is awesome and simply great at what he does. Being that I’m self employed, I always dread tax season and what I might owe. I’m always pleasantly surprised, and Steve always saves me money. My whole family sees him as well and is always happy with the services he provides.“

“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“

“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.“