Hauppauge, NY Financial Services

Great CPA! Very thorough.

POOR SERVICE, NO COMMUNICATION. As executor of my aunt's estate, I submitted legal required paperwork in October 2023 to access and transfer the account. Was told the Est ... more

I recently switched from Capital One to M&T Bank, I am so happy with the service overall. My business banker Jeff Palma has been so helpful with the transition, I would ... more

Place is awesome!!

Great, professional service and advice. Had 2022 taxes prepared. Robert was very knowledgeable, listened to my concerns & prepared a draft quickly.

Be careful of chris, the owner of this company, He is very deceitful and takes advantage of customers who are naive to the tax system, I came to him as an LLC which was p ... more

(Translated by Google) Very nice experience (Original) Muy linda experiencia

I have been a client of this Lincoln Investment office since 1971. I have always found them to be be smart, courteous and compassionate. The current Branch Manager, Jea ... more

This is a very professional credit union with a friendly staff. I wish they had more branches.

Diane is extremely knowledgeable and friendly. Her office is very accommodating with appointments. I've had tax questions throughout the year and if Diane isn't available ... more

I used to do my own taxes after having some poor experiences with accounting firms in the past, but someone recommended I go to Strategic Financial and I figured Id give ... more

I have usee RJG Tax & Capital Solutions for over 17 years now. Bob is always the best. Makes tax season a breeze. Takes out any stress with filing. Always answers any qu ... more

Tony is an awesome accountant. If it wasn’t for his knowledge I don’t know if I would of been able to transform my business into what it has become today. Give him a ... more

Best accountant around, young, smart, professional

Terrible customer service, lady didnt even seem like she wanted to do her job, wouldnt except proof of my residency to cash my check. I would give zero stars to this plac ... more

Arik has been a WONDERFUL aid to my family and growing business over the past 4 years. After going to him I could NEVER imagine using anyone else. He's very friendly and ... more

Our entire family has done business with Stifel for years.The staff is always courteous, helpful and friendly. Our matters are handled efficiently and expeditiously. We a ... more

My experience with Mr. Levinbook has been nothing but short of professional. His knowledge is unmatched. He has helped me on several occasions and I will continue to us ... more

I went there to cash a check Manager shes very rude and did not cash the check and she tell me that i have to open account and i say ok she did not open me a account ca ... more

Gas is always way overpriced at this location. I always drive right by!

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 ... more

He was kind and helpful very thorough I would highly recommend MetLife because of Dan.