Jayson went above and beyond to help me with my loan. I am a dentist and needed help putting…read moretogether an equipment loan. Jayson stayed with me even though I was having credit problems. Thank you Jayson!

I have been interning with MMP Capital since the summer and it has been such an amazing learning…read moreexperience. Everyone is so friendly and hard-working and I'm blessed to work with such a great team. It is incredibly inspiring to get to work with such amazing people who truly value their customers and employees.

Bob & Chris are very knowledgeable and helpful. I was a bit skeptical at first as I'm very…read moreskeptical with my money, but they both were very reassuring and professional. Since I've met them, I've been with them for almost 4 years now and I am very happy with the services provided. If you're looking to invest or need help with financial planning, I highly recommend giving them a call.

Bob is a very conscientious advisor and dedicated to his clients. We have been with Bob for over a…read moreyear now and have recommended him to friends and family. He is very attentive and when you are nervous he is reassuring. He is always available by phone and is committed to seeing you and keeping you up to date on your financial status. Thanks Bob Carol & Bert S.

Vincent Preto is the best! The firm has been doing our taxes for years. The company was originally…read morerecommended to us and we could not be happier with their competence as CPA's and their patience with our questions.

From the owner: Accounting, Tax and Audit Services, Financial Planning and Wealth Preservation, Succession…read morePlanning, Financial Business Consulting, Labor Organizations and Taft Hartley Plans, Non for Profit. Accounting firms are about the numbers, financial statements, tax filings. It's true. WZ is also about the numbers. That's where most accounting firms end. For WZ, it's just the beginning! WZ accounts for the numbers with expertise, accuracy, timeliness and responsiveness. We focus on the issues the numbers point to, but don't always fully reveal. What's on your list of business concerns? What should be on your list? At WZ we see our role as helping you to build your list of challenges and then to help you manage and meet them. That's the WZ difference!

I was referred to Jeffrey Lewis at Planning Financial Futures by a friend who said he was a great…read moreFinancial Adviser with many years of experience. He exceeded my expectations. Jeff is very intelligent, meticulous and resourceful. He provided practical solutions for handling some insurance and financial issues I was having. I would highly recommend Jeff and Planning Financial Futures.

From the owner: When you choose a Trustworthy Financial Advisor, you should base your decision on their competence…read moreand ethics, not their sales skills or personality. Choosing the right Long Island Financial Advisor for guidance on crucial financial matters is a very important decision. At Planning Financial Futures, our Certified Financial Planners™ provide comprehensive advice and services to our clients looking to pursue financial stability during their working and retirement years. For nearly 30 years, our Melville Financial Advisors have been providing Long Island, NY residents customized financial planning, investment strategies, wealth management, personal insurance solutions and tax and legal services. Planning Financial Futures, Inc. offers Investment Services, Financial Planning Services, Risk Management & Income, Tax & Legal to Melville, NY.

Peter has been my accountant for many years and I know that I can contact him at any time of the…read moreyear and he will get right back to me, and assist me. I travel from Flushing to see him for my taxes each year and it is well worth it. He is also a wonderful, kind, friendly person!

Scott was a tremendous help this year with my taxes. A lot of issues to sort out and the man has…read morethe patience of a saint. Very fortunate to have had them do my taxes this year.

We discussed long-term financial planning with John Hannah. He was VERY thorough and patient. He…read morereally listened to us. John worked with our goals and gave us different options based on them. He was upfront about costs and fees. We highly recommend.

From the owner: For over 30 years North Ridge has been a leader in the financial services industry, serving our…read morefamily of financial advisors and their thousands of clients nationwide. With our vast experience and the highest quality independent financial advisors, the team of dedicated professionals at North Ridge are committed to providing best-in-class financial advice, service and planning for all stages of life.

Professional and pleasant. They are very accommodating. Everyone in the office was efficient and…read moreon top if things.

If I could write -10 I would~ DO NOT USE THESE ACCOUNTANTS. They messed up my sons S- corp filing…read more in 2021so badly by not filing on time and then trying to change the date. They also put his SS # instead of his Tax ID rendering him NON EXISTENT! We only found out this year after his new accountant filed electronically and it got kicked back! It not only cost him several thousand dollars ( over $3000) in back taxes they refused to give him the $1000 they charged back saying FALSLY "they could fix it!" They actually said " MISTAKES HAPPEN" Can you believe that?? THEY ARE NOT HONEST AND THEY ARE NOT ETHICAL! He had to have another accountant refile and the penalties are severe. They are the curse that keeps on cursing. BEWARE OF THIS HIGHLY UNETHICAL FIRM!