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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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