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Closed today
445 Broadhollow Rd #215, Melville“Working with the Financial Planner at Frisch was a wonderful way to navigate the often frightening process of getting your finances in place. We are not high-income investors, just some middle-class folk looking to have our money work for us. The level of professionalism, knowledge and patience shown to us was unparalleled and we are confident with our investments for the first time ever! I highly recommend Frisch Financial.“
Closed today
400 Broadhollow Rd # 200, Melville“Tony is a consummate professional, knowledgeable, courteous, competent and caring. I recommend AMG to my friends and family, even though I am a Financial Planner as well. Plus, he's backed by Northwestern Mutual, the strongest Financial Services company in America.I suggested he get into the business about a dozen years ago when he was a client, and he's surpassed my expectations in every way. I'm very proud to call him a friend and confidant.“
9AM - 5PM
520 Broadhollow Rd, Melville“He’s integrity is without question. Someone like Robert Preziosi will be a asset to any firm.“
Closed today
225 Broadhollow Rd Suite 215, Melville“We have been working with Heller Wealth Management for at least 15 years and have complete trust in their successful management of our investment portfolio and finances. They have consistently produced results in the growth of our portfolio. Accessibility and availability for a quick call or lengthy meeting has never been an issue, and their advice and management of our finances over the years has allowed us to remain confident in our financial future.“
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