Hauppauge, NY Financial Planner

Guy has been doing my taxes for a few years. He is always pleasant and professional. His office staff are as well. He is very clear and provides great documentation.

The staff at this bank are very friendly and provide top-notch service! I congratulate you for your excellent service, my favorite bank, thank you very much!

Chris has demonstrated high levels of character and integrity since the day we met. I had the pleasure of bringing him to the financial services business over a decade ag ... more

Great Service! My books were a mess until i contacted Belli Monaco Inc and they brought a year of expenses too the light in less than a week.

My husband and I have been working with Ward Brickner for over 20 years. Unfortunately, I became a widow-thanks to COVID and Ward has been by my side in helping me under ... more

Castle Asset Management is far different than the big houses that just hold your money and move it around for their own benefit and fees. The team, headed by John Caffre ... more

Très professionnels !!

(Translated by Google) Very good (Original) Muy bien

The team over at Rhino Financial are the best at what they do. Before sitting down with one of their agents, I was in a tough spot financially. They sat down with me, hel ... more

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

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

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.