Wealth Management Solutions, LLC

Wealth Management Solutions, LLC

Hours

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

Chamber Rating

Verified Member
2.3 - (3 reviews)
1
0
0
0
2
Read Our 3 Reviews

Chamber Rating

Verified Member
2.3 - (3 reviews)
1
0
0
0
2
  • 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

Read Our 3 Reviews

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

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

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

Ratings and Reviews
Wealth Management Solutions, LLC

Overall Rating

Overall Rating
( 3 Reviews )
1
0
0
0
2
Write a Review

Taylor Kelly on Google

image 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

image 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

image


Overall Rating

Overall Rating
( 3 Reviews )
1
0
0
0
2

Write a Review

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