Financial Planners near Bay Shore

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“Steve is awesome and simply great at what he does. Being that I’m self employed, I always dread tax season and what I might owe. I’m always pleasantly surprised, and Steve always saves me money. My whole family sees him as well and is always happy with the services he provides.“

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“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 ago and very proud to see the man and professional he has become.“

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“The Breit Group, consisting of Tom Breitfeller, Mike Breitfeller and Andrew Lee are excellent. They have helped me secure a practical and workable financial plan for myself and my family. They are extremely knowledgeable, available and professional. When my 42 year old husband, suffered a terrible injury, it was The Breit group who helped us. Whether you're looking for life insurance, financial planning or any other service, you will not be disappointed. Thank you for all you have done to help secure my family's financial security“

“This firm has been providing excellent guidance and stewardship of our family’s investments for many years. Charlie Massimo is a rare breed of investment Counsellor who takes the time to learn about each client’s unique needs, resources, concerns and goals in order to build a plan and then manage it with appropriate flexibility as circumstances evolve. And Donna Herrera who skillfully manages client relations is always available to assist with any request or issue, large or small. We have great confidence in this firm and know that our family’s future is in the best hands.“

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“Recommend going to McIntosh income tax very smart and professional and knows his stuff number one in his business took care of me look out he looks out for my best interest and everyone else's and highly recommend them“

“I have been with Tom and his group for over 26 years. His team is now taking care of my daughters and family. I wouldn’t want them to be in the hands of anyone else to help plan their future.“

“Lou is the man ! He has informative tips and is so sweet ! He’s patient with all my questions and has a quick turn around time . Recommend to everyone - Thanks Lou!“

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