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Closed today
6800 Jericho Turnpike Unit 202W, SyossetClosed today
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 - 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“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.“
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“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.“