Financial Planners near North Babylon

“Bob McIntosh has been my financial advisor for years. I have nothing but good things to say about him and the rest of the staff that works there. Always professional, always friendly & they always treat you with the respect you deserve.“

“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.“

“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“

“Working with CJM is a pleasure. I value Charlie's advice and his team's hard work. They are always available and make investing with them easy. I have been a satisfied customer for many years and have recommended them to my friends and family, who are also very pleased.“

“Very responsive to any and all of my inquiries a total professional operation. Anthony is the complete pro“

“It all comes down to trust! Heller Management has been helping to plan my financial future for more than 15 years. I trust this team's financial knowledge and integrity, which has given me great peace of mind.“

“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.“

“I usually do not do reviews, but wanted to do so for Brian Cohen, financial advisor and principal at Core-X Wealth Management. I have known Brian for going on 40 years. I could go on and try to convey my thoughts by listing his achievements and his background, but I think the fact that over 20 years ago I had Brian as the best man at my wedding, and is still my closest friend these many years later, should be testimony enough! I know you'd be in great hands in working with Brian.“

“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!“

“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.“