Hauppauge, NY Financial Planner

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.

My name is Olga King an agent from your company called me 2weeks ago she gave me the details for the meeting the time and date she never showed up didn't have the decency ... more

I would highly recommend Rob and his team for any of your financial needs. We switched our retirement accounts to him a few years ago and he has always been very hands on ... more

Always available & helpful over more than 25 yrs.

I have been working with MPG for a while now and they are honest, ethical, reliable and very easy to work with! Anthony has always been available to answer any questions ... more

I personally did not have a good experience here. I was recommended by a friend to Eric Szcurowski who supposedly works here. He spoke to me initially and then sent som ... more

Ive had a chance to work closely with both Jon and his team this past year. Exceptional people and service.

He was friendly.

😘👍🏻

Poor customer service. I asked him for funds and he has not sent anything thus I cannot pay my bills yet he is driving a BMW without any cares.Don't invest with this ... more

The staff although limited and overworked are courteous, knowledgeable and very helpful.

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, alw ... more

Shout out to Brian P! Thank you so much for your consideration of my distribution request and walking me through the whole process. I'm very satisfied with the outcomes. ... more

It is an extremely bad experience with Lanny Weisman. I dont think his practice is ethical at all. He is not an honest CPA, he lied to me saying he finished his task ask ... more