Wealth Management Solutions, LLC
-
700 Veterans Memorial Highway
, Suite 302
Hauppauge, NY 11788 - (631) 382-5012
- Website
Hours
Chamber Rating
-
Taylor Kelly
Completely goes MIA on his clients, will not respond to emails or return phone calls. Would give 0 stars if that was possible, stay far away if you care about your money.
Nov 20th, 2023 -
Maureen Ragimierski
Would not recommend. After initial contact, received a prompt email response from Peter Lawrence. After that, we reached out to him numerous times by phone and email and never received the courtesy of a response. Completely unprofessional.
Apr 8th, 2021 -
Peter Sharak
May 12th, 2019
About
Wealth Management Solutions, LLC
Since 1995, Wealth Management Solutions, LLC, has been working in the Long Island area helping individuals and businesses with financial management, including: College Planning, Education funding, Retirement and Investment planning, Wealth and Estate Preservation, Risk and Tax management, Long-Term Care, and Conventional, and Reverse Mortgages. Co-Founders and Partners Peter T. Lawrence and John Cahill are Certified Financial Planners. Peter is also a Chartered Financial Consultant, Licensed Mortgage Consultant and holds his Series 7, 63, 65 and 24 registrations and several State Insurance licenses. John carries securities registrations as well as State Life and Health insurance licenses.
Contact Info
- (631) 382-5012
- Website
Questions & Answers
Q What is the phone number for Wealth Management Solutions, LLC?
A The phone number for Wealth Management Solutions, LLC is: (631) 382-5012.
Q Where is Wealth Management Solutions, LLC located?
A Wealth Management Solutions, LLC is located at 700 Veterans Memorial Highway, Suite 302, Hauppauge, NY 11788
Q What is the internet address for Wealth Management Solutions, LLC?
A The website (URL) for Wealth Management Solutions, LLC is: http://www.wms-group.net
Q What days are Wealth Management Solutions, LLC open?
A Wealth Management Solutions, LLC is open:
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 4:00 PM
Tuesday: 9:00 AM - 4:00 PM
Wednesday: 9:00 AM - 4:00 PM
Thursday: 9:00 AM - 4:00 PM
Friday: 9:00 AM - 4:00 PM
Q How is Wealth Management Solutions, LLC rated?
A Wealth Management Solutions, LLC has a 2.3 Star Rating from 3 reviewers.
Hours
Ratings and Reviews
Wealth Management Solutions, LLC
Overall Rating
Overall Rating
( 3 Reviews )Taylor Kelly on Google
Completely goes MIA on his clients, will not respond to emails or return phone calls. Would give 0 stars if that was possible, stay far away if you care about your money.
Maureen Ragimierski on Google
Would not recommend. After initial contact, received a prompt email response from Peter Lawrence. After that, we reached out to him numerous times by phone and email and never received the courtesy of a response. Completely unprofessional.
Peter Sharak on Google
Overall Rating
Overall Rating
( 3 Reviews )Write a Review
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