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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.“
Closed 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.“
8AM - 2PM
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.“
Closed today
425 Broadhollow RdSuite 405, Melville“If you are looking for anything insurance related Justin is your guy. He’s professional, knows his business and makes it a point to walk you through the process. His follow up is impeccable, I know, I work a lot and play a ton of phone tag with Justin. He follows up and makes sure his customers are taken care of. You will not be disappointed working with Justin.“
Closed today
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“
Closed today
724 Long Island Ave, Deer Park“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.“
Closed today
60 Little East Neck Rd #2504, Babylon“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.“
Closed today
95 Broadhollow Rd Suite 102, Melville“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.“
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