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10AM - 6PM
1375 Deer Pk Ave, North Babylon8:30AM - 5:30PM
225 Broadhollow Rd Suite 215, Melville“It all comes down to trust! Heller Management has been helping to plan my financial future for more than 15 years. I trust this team's financial knowledge and integrity, which has given me great peace of mind.“
9AM - 5PM
48 S Service Rd Suite 400, Melville“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“
9AM - 5PM
95 Broadhollow Rd Suite 102, Melville“I usually do not do reviews, but wanted to do so for Brian Cohen, financial advisor and principal at Core-X Wealth Management. I have known Brian for going on 40 years. I could go on and try to convey my thoughts by listing his achievements and his background, but I think the fact that over 20 years ago I had Brian as the best man at my wedding, and is still my closest friend these many years later, should be testimony enough! I know you'd be in great hands in working with Brian.“
9AM - 8PM
425 Broadhollow RdSuite 405, Melville“If you are looking for anything insurance related Justin is your guy. He’s professional, knows his business and makes it a point to walk you through the process. His follow up is impeccable, I know, I work a lot and play a ton of phone tag with Justin. He follows up and makes sure his customers are taken care of. You will not be disappointed working with Justin.“
9AM - 5PM
225 Broadhollow Rd #410, Melville“Very responsive to any and all of my inquiries a total professional operation. Anthony is the complete pro“
7AM - 7PM
400 Broadhollow Rd # 200, Melville“I started working with Tony in 2021 and haven’t looked back. He’s extremely helpful and is patient explaining everything to you. I highly suggest having him on your side setting you and your family up for success in the future“
8:30AM - 5:30PM
445 Broadhollow Rd #215, Melville“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.“
8AM - 6PM
400 Broadhollow Rd, Melville“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.“
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“Bob McIntosh has been my financial advisor for years. I have nothing but good things to say about him and the rest of the staff that works there. Always professional, always friendly & they always treat you with the respect you deserve.“