We have been working with Neil for decades and have always enjoyed the way he makes tax preparation…read morerelatively painless. Recently my wife and I have taken to the road full-time in our RV, and we were initially concerned about preparing our taxes. But over the past few years, Neil has added to his website functionality and that has paid off. I am totally impressed with the speed with which Neil put this all together(!), as well as the increasing electronic functionality added each year. I was also able to pay the invoice for our bill online, and it was very quick and smooth. Adding this to the quick and easy Client Portal is awesome. Keep it up! This makes living on the road easier than ever. Thanks again Neil, we appreciate your assistance.

Called this guy and asked for help building a financial plan , setting up budget…read more , tackling some debt. Told me he did not do that kind of work. Completely blew me off . Instead of asking me about my situation or recommending other options. Would not recommend.

I was referred to meet with Steven through Dave Ramsey's SmartVestor network. The location is…read moreconvenient with parking and his office is inside Sterling National Bank. I scheduled an appointment through one of his associates. I came in with different intentions and braced for a sales pitch. But instead, Steven analyzed my financial situation and gave me advice that was extremely eye opening and helpful. (Many "Financial Advisors" in the industry have a bad reputation for selling/ pushing products for their gains/ commissions and not actually helping clients financially). As a first impression review, I highly recommend him as a CFP and a fiduciary. He seems to have the patience to help clients understand their financial situation and give very thorough advice as he has many years of experience.

Mr. Silber gave honest advice for my personal financial situation and did not just try to sell me…read moresomething. I plan on following his advice. I felt comfortable asking him difficult questions and I trust his advice. He seems a very experienced financial advisor. He was professional and approachable. I would go back to him in the future.

Do NOT use his services. His wonderful assistant Barbara left his company, and there is something…read morewrong with the way he operates now. He said he would do my taxes, (virtually), I had been using his services since 2016. I contacted him in April, in advance of the deadline. He said he would do my taxes. He never followed up with me, I called and messaged him repeatedly. The tax deadline was 4/18. The Friday before that date, he said he would contact me, and never did. I had to call him on 4/18/24 for my taxes to be processed. I asked him to mail me a hard copy of my tax returns, which Barbara usually did. That was April 18th. I didn't receive them in the mail. I gave him the time to process them and waited until June 1st. He said he mailed them. Yesterday was June 15th. It doesn't take 2 weeks to come in the mail, I live around the block from his office. I texted him asking what happened for the 3rd time, yesterday. He insisted he mailed them out, but then texted me asking for my address. I was like, if you mailed them, you should have my address. He said he would get back to me today. Today's business hours came and went, and he didn't get back to me. I called him and he has the audacity to try to mansplain and gaslight me, "Why are you being like this, Allison?" Then tells me to find someone else to do my taxes. I was like, "Do you really think I would use you services ever again?". I paid for this service , I'm entitled to a hard copy of my returns. I don't have a printer or computer . They always send me a hard copy. Steer very clear of his disorganized chaos.

Do NOT use his services. His wonderful assistant Barbara left his company, and there is something…read morewrong with the way he operates now. He said he would do my taxes, (virtually), I had been using his services since 2016. I contacted him in April, in advance of the deadline. He said he would do my taxes. He never followed up with me, I called and messaged me repeatedly. The tax deadline was 4/18. The Friday before that date, he said he would contact me, and never did. I had to call him on 4/18 for my taxes to be processed. I asked him to mail me a hard copy of my tax returns, which Barbara usually did. That was April 18th. I didn't receive them in the mail. I gave him the time to process them and waited until June 1st. He said he mailed them. Yesterday was June 15th. It dowsnr take 2 weeks to come in the mail, I live around the block from his office. I texted him asking what happened for the 3rd time, yesterday. He insisted he mailed them out, but then texted me asking for my address. I was like, if you mailed them, you should have my address. He said he would get back to me today. Today's business hours came and went, and he didn't get back to me. I called him and he has the audacity to try to mansplain and gaslight me, "Why are you being like this, Allison?" Then tells me to find someone else to do my taxes. I was like, "Do you really think I would use you services ever again?". I paid for this service, I'm entitled to a hard copy. Steer clear of his "service.". *I messaged him, not me, and *It doesn't take 2 weeks to mail it* It won't let me go back and edit what I have typed to correct the typos.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

Joan D Siegel CFP of 212-45 26th Avenue Bayside Queens has been in the business of financial…read moreplanning, retirement planning, wealth management, and tax preparation since 1983. To become a Certified Financial Planner she studied for 2 years, she took a test each Semester, 3 tests a year of 6 hours each, for 2 years, a total of 6 tests. In those years the pass rate was 30% Most of her clients, like me, have been with her for years. She is with us through thick and thin, in times of need, in emergencies, through changes in our finances, changes in our lives, changes in our family and, yes, we do lean on her. She takes it all in her stride as consultant, adviser, manager and special friend.

Lauren is the best financial advisor and service provider I have had in my life. She makes you…read morefeel like you are her only client. She engages in your personal life to help you with your financial planning. She sees things you don't see. She calls out options and is truly objective. I waited for years after being referred to Lauren to actually engage with her. I can honestly said 10 years later, I wish I hadn't waited. I could offer lots of examples of personal experiences with Lauren that makes me such a satisfied client. Instead I will say this, whatever fee I pay to Lauren and Ameriprise is worth it. She helps me manage my portfolio in a way that is individualized to me. She takes ideas, she offers guidance, she looks out for me. The only thing I can say is I wish I had a Lauren in other parts of my life.

Great guys who take the time to explain what they're doing. And excellent returns, even in…read morevolatile markets.

Jason and Elliot are so easy to work with. Love the transparency of the company and the…read morecommunications with clients. They're very helpful with setting up accounts and any questions you have. They are also very accessible and return calls promptly. Of course the best part of investing with them is how my portfolio is growing. :)

SCAM ALERT!!! This guy coach henton is a fraud, I paid him $500 in 4/2018 to build my business…read morecredit within 6 months up to at least $50k, I'm more mad at myself because I didn't do my due diligence but after the initial consultation and I paid the $500 for the business credit membership, the details changed, he then told me that I had to go to conferences and refer other investors to his services and I would get a commission from the sale if they got it and that my commission would be used to build my business credit, absolutely something I did not sign up for nor was mentioned prior to me paying my money, when I asked for a refund he said he was having a bad time and didn't have it and refused to refund me, yet he's on social media claiming to be a millionaire with access to billions in funding but can't afford to refund me my $500, he is a complete fraud, I urge you do not do business with him

From the owner: Your Financial Life Coach!…read more Life Coach: Author of the book, Staying Happy Book: Art of Mastering Stress Be Happy! More Confident! More Focused! For everyone fighting a battle, mentally and/ or physically. This is for you. Life becomes super extraordinary, once we rid ourselves of fear. Fear of loss, fear of death, fear of criticism, fear of old age, fear of ill health etc. Never settle for less, ever. ONLY care about success! Financial Consultation: Go from bad credit, to excellent credit, to owning assets! Credit Sweep, Primary Tradelines, Personal Credit Funding, Business Credit & Working Capital, Real Estate Funding. Receive the same business structure, that entrepreneurs pay resident agents, tens of thousands of dollars to become fortune 500 companies. Plus have the business credit with working capital! Your personal business expert will hold your hand throughout the entire process. Turn key! From idea, to llc, to properly building business credit with $50k minimum working capital per llc.

Did a long thorough search and a few interviews trying to find an accountant that seemed both…read morecompetent and personable. I was originally going to H&R Block until I realized I was being over charged. He is also a licensed CPA! Makes me content that I am in good hands :) Peter, prepared all my financial statements and tax return for my business and did a great job keeping everything organized for me. He is always available to answer questions and is effective at getting his work done quickly even during tax season. I would highly recommend him to anyone in the local area, thats just my 2 cents.

My family has been coming here for years! I highly recommend them for getting things notarized and…read moredoing your tax returns. Peter and Dion are the best for handling all your needs quickly and efficiently.