Great Neck, NY Investment Service

Watch out they do mistakes when they open accounts. . Staff with-zero experience

David Warshaw has been managing my money since 2012. He is a very personable individual. Whether you are retired or preparing to retire one day, he shows a genuine concer ... more

Taylan is an amazing financial advisor. I was interested in securing life insurance and was referred to him. He possesses a wealth of industry experience and knowledge. N ... more

Give Wendy Williams access to her hard earned money

Do not like the fact that you can never speak directly to an agent. All calls must go through the call center and they relay your information.

Beware of these people. Don’t trust them!

I worked with Nick Roberson on a deal in Stockton. Nick was transparent during the whole process, and gave highest levels of attention to detail. Truly appreciate working ... more

Great guys who take the time to explain what they're doing.  And excellent returns, even in volatile markets.

Very helpful

Best thing ever