James is great to work with and highly responsive. He understood my needs and set goals to fit…read morethese needs. I had tried a few advisors in the area and South Shore Capital Management clearly stood out. I highly recommend!

From the owner: South Shore Capital Management is dedicated to providing valuable and relatable advice to the…read morehardest working people of America. We specialize in Investment, Asset Allocation, and creating comprehensive financial plans. Through our unique experiences working as a Local 79 union laborer, to working on Wall Street, we offer a perspective that very few financial advisors in the industry can. We rely on real life experiences to tailor financial solutions to each client's unique circumstances, whether that's a College grad looking to get out of debt, or a retiree planning their financial future. GIve us a call today to see how we can help!

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.

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.

Honest, reliable and has been doing my tax returns for 10 years, highly recommended. Will work with…read moreyou for whatever needs you have.

Richard is a smart, trustworthy, and very knowledgeable accountant. He is the only person that I…read morewould trust to do my taxes. I highly recommend him.

Can only address personal tax help, not business. In my opinion this is a 5 star guy. Easy to talk…read moreto and understand. Went the extra mile and set up a schedule and printed forms for estimated quarterly tax for 2026, a real time saver.

Please do not use or recommend john Lepore to anyone! He doesn't show up when you make appointments…read morewith him or return your phone calls or respond to your text messages. We made a horrible mistake and recommended him to a friend because he was reliable in the past and now we're regretful and quite embarrassed that we did. He is very unprofessional and aloof when it comes to his clients. Don't waste your precious time with him. Go somewhere else!