From Wealth Enhancement Group
The Deer Park NY team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor. As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Every financial plan is crafted with care, tailored with compassion, and built to handle what life brings.
Google: 5/5
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.
The Masssimo Anastian team at Wealth Enhancement Group are exceptional! Their expertise and personalized approach made my financial planning effortless. The team is friendly, professional, and invested in my financial well-being.
I am so glad I have stayed with Wealth for all my needs. My investments are working for me and managed well. I enjoy all research that’s forwarded for review and the events held to inform.