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Over 356 reviews for
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A
"He is great. He is dependable. He is extremely knowledgeable. He has given us advice about investments that have been extremely helpful and right on target. " We are in a great financial position because of his advice. He has helped us through our retirement and made sure that we’re invested properly. He is easy to work with.

-PAMELA W.

A
"I've been working with
and have known him for over 20 years. He's done a fantastic job helping me with all aspects of my financial" plan/needs. Over the years he's adjusted and added services as my needs changed. We started with
life insurance. Now he provides advice for my 401k,
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
whether just starting out in your career, getting close to retirement or anywhere in between

-david G.

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Financial Advising reviews in Southampton

A

Rating
Mr.
Southampton Financial Planners Provider Name Locked
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.
- Robyn W.
D

Rating
I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
Southampton Financial Planners Provider Name Locked
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.
- robert O.
C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Southampton Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Southampton Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Southampton Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Southampton Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Southampton Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.
- Vicki K.

All Financial Planners in Southampton, NY

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A+ Fico Fix Inc

206 6th ave suite 100
Holtsville

A.G. Morgan Financial, LLC

5260 Merrick Rd
Massapequa

Accounting & Tax Planners

303 5Th Ave Suite 211
New York

ADAPT

514 Middle Country Road
Middle Island

Affordable Insurance Services

2236-9 Forest Avenue
Staten Island

AFLAC

199 WATER ST
New York

AJC Advisors

1250 Hylan Blvd
Staten Island

Aldo Rabih CPA CA

1801 86th St
Brooklyn

Alessandro Properties CORP

500 S BROADWAY
Yonkers

All Area Realty Services Inc

99 Tulip Ave
Floral Park

Allegiant Group Inc

189 W Clarkston Rd

Allstate

2 Coraci Blvd Ste 5
Shirley

Allstate Insurance

569 Broadway
Massapequa

Allsup Inc

300 Allsup Pl

ALPHA OMEGA COVERAGE CORP

1253 Richmond Ave
Staten Island

Arman James Investments

101 Hudson suite 2100

AXA ADVISORS

90 WOODBRIDGE CTR DR

Axa Advisors

1633 Broadway

BADRAN TAX & ACCOUNTING

152 LIVINGSTON AVE

BARRY ALAN & CO LTD

2 University Plaza Dr

Bass Eldercare Resources, LLC

3117 Broadway
New York

Bell Processing Solutions

57 W 38th St RM 601
New York

BetaFrontier, LLC

156 W Superior St Apt 401

Better Way Credit Card Processing Inc

7100 Goodrich Rd
Clarence

Biz2credit - Small business loans company

18th Floor, 333, 7th Avenue
New York

Blutter & Blutter

150 Motor Pkwy
Hauppauge

Blutter & Blutter Attorneys at Law

61-43 186th St
Fresh Meadows

BMA Payroll

760 Vanessa Ln

BNC Insurance Agency

111 S. Ridge Street
Rye Brook

Boost Credit 101

3773 E Cherry Creek N Dr

Brian P. Luthy, CPA

73 Madison Street

BRISOTTI & SILKWORTH INSURANCE

PO Box 1448
Mattituck

Business Finance Advance LLC

1506 Kings Hwy
Brooklyn

Buxbaum Sales Tax Consulting

339 N Main St
New City

Cafe Nunez

240 west 35th
New York

Carver Consulting

663 Evergreen Pkwy

CeKAM Tax Consultant

3624 Church Avenue
Brooklyn

Champion Futures

65 Chenango Dr
Jericho

Chantico Advisors LLC

180 S. Broadway #406
White Plains

Charles D. Wild, CFP[R]

200 Connecticut Avenue

Chernoff Diamond & Co, LLC

725 RXR Plaza
Uniondale

CITY PRIME COMMERCIAL REALTY

30 W 39TH ST
New York

Client Focused Advisors

122 East 42nd Street
New York

Comm-Insure LLC

1433 Oak Tree Road

Complete Debt Solutions

580 The East Mall

Consumers Insurance Inc.

191 Post Road West

Craig Forbes

360 Hamilton Ave
White Plains

Credit Mount

2560 Ocean Avenue, Second Floor
Brooklyn

Credit Pro Repair

195 Plymouth St Ste 1
Brooklyn

Curran LLP

21 Fulton Street, 2nd Floor

Da Marino

220 West 49th Street
New York

DashboardNY

55 Mineola Blvd.
Mineola

Desepoli wealth management

Port Jefferson Station

DIANA LLOYD ACCOUNTING

110-34 73RD ROAD
Forest Hills

Diversified Financial Consultants

2680 Merrick Road
Bellmore

Edward D. Heben, CPA, P.C.

22 Saw Mill River Rd Ste 3
Hawthorne

Farm Family Insurance Co

14 Route 17M
Harriman

Fast Payday Loan

51 Nassau St
New York

Financial Funding LLC

2 Industrial Way West

Frank's multi service

23733 Jamaica Avenue
Bellerose

Freyman CPA, P.C.

40 Exchange Place
New York

Fundbox

560 Mission Street

Garden City Mortgage

1225 Franklin Ave.
Garden City

Gartenberg Howard LLP

Two University Plaza, Suite 400

Gary Mehta, CPA, EA

20 Commerce Drive, Suite 135

Gehi and Associates

118-21 Queens Blvd., Suite 409,
New York

Genworth Financial

436 Summit Avenue

GGI Tax Preparation & Insurance Services

6 East 46th Street #504
New York

GIULIA IACOBELLI-MILANO CPA FIRM P.C.

420 Lexington Avenue
New York

GJM Business Center

21-12 Broadway
Astoria

Global Billing

8116 Lefferts Blvd
Kew Gardens

green4wallets.com

1051 Port Washington Blvd
Port Washington

Grieve Your Taxes

PO Box 487
Shoreham

grove Debt Consolidation

441 South Orange Avenue

H.T.A.I.G.

New York

HappenShop, Inc.

279 New Brunswick Ave.

HaraTaxAccounting

501 Fifth Avenue
New York

Hard Money Stan

Massapequa
Massapequa

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HELLER & FILIPPONE, LLP

235 MAIN STREET
White Plains

HIMAL TAX LLC

71-58 AUSTIN ST.,
Forest Hills

Hope Insurance Brokerage Inc.

609 Rte. 109 Suite 2B-6
West Babylon

HOWARD L GINSBERG CPA

200 South Service Road
Roslyn Heights

HOWARD MADLIN CPA PC

1 FINNEGAN LN
Suffern

HSBC

PO BOX 4552
Buffalo

Hymes & Associates CPA PC

55 Pondfield Rd
Bronxville

iBank

3090F Pullman St

Infinite Capital Solutions LLC

250 Fulton Ave
Hempstead

Insurance Financial Professional.

48 S Service Rd Ste 400
Melville

Interstate Home Loan Center Inc. Bankers

25 Melville Park Road
Melville

Investoc

244 5th Avenue
New York

IRS Tax Help Team

1201 S Beach Blvd

Island Debt Consolidation

719 West Side Avenue

J A Roesch & Associates

246 Federal Road

JACK LIEBERMAN, CPA, LLC

930 STUYVESANT AVE

Jason A Steinberger Law

910 Grand Concourse Apt 1C
Bronx

JEFFREY A LOVAS & CO

210 E STATE RT 4

Jordan Carmel T CPA

151 W Milton Ave

JR's IRS Back Tax Network

465 M L King Blvd

JUST TAX

6 Division Street

justask associates

831-38 route 10 suite158

LANTERN INVESTMENTS

35 PINELAWN RD
Melville

Legacy Care Wealth

121 Newark Avenue

LG Insurance Group

135A Brighton Ave

LifeLine Debt Relief, Inc.

65 Broadway, 8th Floor
New York

LLI ADVISORY GROUP

202 NORTH AVE E

LORENTZEN & TRIFARI CPAS PC

209 ROUTE 112
Port Jefferson Station

Lowell, Blake & Associates

141 Tremont Street

LPL Financial

712A East Jericho Tpke
Huntington Station

Magis Group, Inc.

660 White Plains Rd.
Tarrytown

Magone CPAs

30 Columbia Turnpike, Suite 101

Maks Financial Services

822 Executive Dr

Mantha Legal

Lavelle road

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARCIA RIKLIS

700 MEADOW LN
Southampton

Mark Geschwind & Associates

131 Jericho Tpke. Suite 203
Jericho

Marty Kuper LLC

2 Columbia Place
Merrick

Matthew J Fallon & Associates Inc

6503 242 St
Little Neck

MBAProjectSearch.com

3100 Wisconsin Ave NW

MCS Mortgage Bankers - Team Weissman

189-13 Jamaica Ave.
Hollis

Mega M

2376 60th Street,
Brooklyn

Michael Petrushansky CPA PC

1400 Avenue Z
Brooklyn

Milano Financial Services

410 Ramapo Valley Rd

Mo Golany

777 Westchester Avenue
White Plains

Modco Debt Solutions

.
Valley Stream

Money For Your Biz Now

501 S 8th Ave
Mt Vernon

Mor Credit

1222 Avenue M Suite 605
Brooklyn

MORGAN STANLEY

1 PICKWICK PLZ

Morgan Stanley Smith Barney LLC

31 W 52nd St
New York

MS Accounting Solutions

4255 Colden Street, Suite 15T
Flushing

My Accounting Guy, Inc.

8 Ormand Avenue
Medford

New England Wealth Management Group

99 Biltmore Ave, Suite 341
Rye

NJ GOLD SPOT LLC.

50 Franklin St.

Northwestern Mutual

1670 Route 34

NORTHWESTERN MUTUAL FINANCIAL

40 CUTTERMILL RD
Great Neck

OMEGA PLANNING ASSOC

100 S JERSEY AVE
East Setauket

OPTIBIZ LLC

129 Lynncliff Rd
Hampton Bays

Osbourn Ross Accounting Co

130-51 224th St
Springfield Gardens

Philip R. Leib, CPA

117 Hillair Circle
White Plains

Pipitone Law

497 South Oyster Bay Road
Plainview

Plan2Prosper LLC

19 Green Farms Rd

Planning Financial Futures Inc

1895 Walt Whitman Rd
Melville

Platinum One, LLC

41-21 29th st Long Island City
Long Island City

PPG LLC

79 Kermit Ave
Staten Island

Preferred Résumé® Group, LLC

www.pfdresumegroup.com
Manhasset

Pricewater Capital

349 Fifth Avenue
New York

Primerica Financial Services

230 Hilton Ave
Hempstead

PROOF OF INCOME SERVICE'S

10800 Foothill Blvd

Pure Gold Global

200 Vesey St
New York

QuoteHero

5115 Douglas Fir Rd

R J RUDINGER CPA

PO Box 644
Millwood

Raji, llc

522 E 20th Street
New York

Ralph S. Adorno, C.L.U. & Associates

558 Peekskill Hollow Road
Putnam Valley

Rayner CPA PLLC

31 Penn Plaza 132 West 31st Street
New York

RBR Strategies, Ltd.

132 Franklin Place, #96
Woodmere

Reby Advisors

83 Wooster Heights

Regal Financial

1350 Avenue of the Americas
New York

Regal Payment Systems

2011 greene ave

Renaissance Credit Restoration LLC

213 33 39TH AVE
Bayside

RGA Investment Advisors

1 Linden Place, Suite 302
Great Neck

RJB Business Analytics+

16 Fawn Ridge Dr

RLK Inc

99 Tulip Ave
Floral Park

RLP Wealth Advisors, LLC

1745 Broadway
New York

Royce & Associates, LLC

1133 Broadway
New York

RSJ Accounting Professionals

335 E 209th St. Apt 4
Bronx

S P Johnson Group

2025 Delaware Ave
Buffalo

Safe Harbor Asset Management

167 E Main St
Huntington

SANDALWOOD SECURITIES INC

101 EISENHOWER PKWY

SANTELLA BUSINESS SOLUTIONS

2131 Albany Post Rd
Montrose

SARANTO P CALAMAS CPA

ROUTE 112 BOX 1660 STE A
Port Jefferson Station

SATTY LEVINE & CIACCO CPAS PC

125 JERICHO TPK
Jericho

Schulman Lobel Wolfson Zand Abruzzo Katzen & Black

1001 Avenue of the Americas
New York

SEAN M DUFFY CPA

533 South Avenue

Shaun Roberts Associates, Ltd

895 Huguenot Ave
Staten Island

SOUTH FORK FUNDING INC

630 Johnson Ave Ste 4
Bohemia

Spring Action Fraud Elimination (S.A.F.E.)

1051 Port Washington Blvd Ste# 750
Port Washington

Stephen Ng Financial Group, LLC

51 John F Kennedy Pkwy # 150

STRIVERS ROW FUNERAL HOME INC

2284 Adam Clayton Powell Jr Blvd
New York

SUNRISE MORTGAGE CO INC

49 GUY LOMBARDO AVE
Freeport

Synergy Capital

286 Watchogue Road

Taxes Done Right

397 Stockholm Street
Brooklyn

The Louie Tax Law Group

90 Church Street
New York

The Tax Club

350 5th Avenue
New York

The Wealth Protection Organization Inc.

106 Corporate Park Drive Suite 405
White Plains

Total Alignment Wealth Advisors LLC

5 Penn Plaza Fl 19
New York

Trinity Tax & Financial Solutions, Inc.

11045 Queens Blvd Ste 104
Forest Hills

UBS FINANCIAL SVC

8 MAIN ST
Southampton

United Gold Direct

2945 Townsgate Road

Universal Cash Fund

75 Maiden Lane, 10th Floor
New York

Ursula Serluca CPA LLC

1500 Broadway 21st Floor
New York

Ursula Serluca CPA LLC

777 Westchester Ave.
White Plains

Veld Advisors

3414 Corte Sonrisa

Vera & Vera

560 Hudson St 1st Floor

veterans Debt Consolidation

260 New Main Street

VILLA NOVA FINANCING GROUP

30 Technology Dr Ste 2C

WACHOVIA SECURITIES

67 HAMPTON RD
Southampton

WELLS FARGO HOME MORTGAGE

457 Atlantic Ave
Brooklyn

West Forest Capital

115 E. 34th St.
New York

white mountain Debt Consolidation

111 West Mountain Avenue

WORLDWIDE CAPITAL MORTGAGE

1472 SUNRISE HWY
Bay Shore

Yor Credit Karma

49 day st suite 209

ZDH Enterprises

1055 Bedford Ave, Ste3
Brooklyn
Southampton Zip Codes

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