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9AM - 5PM
712A E Jericho Turnpike, Huntington Station10AM - 6PM
1375 Deer Pk Ave, North Babylon“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“
8AM - 6PM
400 Broadhollow Rd, Melville“Great experience working with Kris and Kiran. Kris did a great job at explaining everything clearly and really listened to our needs/ what we were looking for when it came to the policies/plans North Western offers. Kris goes above and beyond to make sure you understand exactly what your family needs and if it can’t be done now, he helps you set up a plan that’ll allow you to do so in the future. Kris and Kiran are both very caring hard working individuals, and I would recommend anyone looking to work with a financial planner to definitely reach out to them.“
9AM - 8PM
425 Broadhollow RdSuite 405, Melville“Justin was very professional, Thorough , and patient in listening to our concerns and needs about what we wanted out of our life insurance policy.
He delivered on all our concerns and devised a perfect policy to meet our short term and long term needs
He was a pleasure to work with, his compassion and knowledge of life Insurance put us at ease and made the entire process very enjoyable, knowledgeable and made us very confident and satisfied with the Policy we decided on.
My wife and I would definitely recommend Justin to our friends and family and anyone who needs life insurance.
He entered our home as an insurance agent and left our home as a Friend
Great job Justin!!!!!!“
8:30AM - 5PM
6800 Jericho Turnpike Unit 202W, Syosset“Such amazing people in this office. Everybody is so friendly and willing to help. The firms partners are so humble, and I couldn’t be in better hands when it comes to my financial decisions.“
9AM - 5PM
520 Broadhollow Rd, Melville“He’s integrity is without question. Someone like Robert Preziosi will be a asset to any firm.“
9AM - 5PM
48 S Service Rd Suite 400, Melville“Amazing service! I was very pleased with how my financial planner walked me through the process and helped me better understand the options available. He was very knowledgeable and patient, and made me feel confident in the decision I made. I would highly recommend working with Charter Oak“
8AM - 5PM
724 Long Island Ave, Deer Park“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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