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Recent Finance Advising Reviews in Manor

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    Backal Pomerantz Wealth Management
    Backal Pomerantz Wealth Management - if your looking for Financial Advise this is who you should call. Michael and David are knowledgeable in their field of business. They talk to you so you can understand on a layman's terms. Yes, they talk "to you" not "at you". Let's face it your talking about your money. So, you want to understand. And they make it understandable. So, call them, you will be happy with their service.
    - Frank B.
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    Housing Solutions, Inc.
    My experience with Mr Rogove was excellent! We purchase a rental property late 2017, and it needed a full basement conditioning and construction. From floors, walls, electric, plumbing, etc. It was such a great experience, I had to share this with Angies List.
    - Alex C.
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    Backal Pomerantz Wealth Management
    Michael was so nice and helpful. I went to his office and it was not stuffy at all. He reviewed all of my statements and spent over an 1 hour and half with me, answering every question I had regarding my investments, rollovers, college planning, and general stock market information. He was patient and easy to speak with. Side note, there is no charge for the initial consultation. Since that meeting, he helped me move my 401ks into one IRA account and helped me with the other topics. Even with the crazy stock market, he was always accessible to me and my performance was awesome. Thank you so much Michael and I would very highly recommend.
    - Sean F.
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    Creative Capital Wealth Mangement Group
    We were referred to Craetive Capital Wealth Management (CCWM) in March of 2016. We met with Fred Hubler, the owner of CCWM who shared with us his vision for our financial future as well as the services his company provided to achieve that vision. Fred is professional, knowledgeable, patient and understanding as we asked question after question. After that first meeting, we knew this was a match made in heaven and decided to move forward with CCWM as our wealth management company. Soon after that initial meeting, Tom Ahern, Fred's associate, reached out to us to schedule a meeting that would provide him all of the information he would need to develop our unique financial plan. Again, his professionalism, understanding ,patience, and thoroughness can't be understated. Several weeks after this meeting, me again met with Tom to view the plan. We were amazed that all of our financial goals, i.e. travel, vacation home, and third car were all incorporated into the plan. We were able to see that not only would this plan allow us to experience our dreams, but that there was plenty of money to see both my wife and I through to the age of 90! When my wife and I found the Florida condo of our dreams and decided to purchase it while we were still in Florida, it was Fred and Tom who were there through every step of that process . Tom not only reached out to the Mortgage company on several occasions regarding our assets, he also went to our house and, with me on the phone guiding him, got several documents from my home office required by the lender to approve us for the mortgage. THIS is just one example of the type of customer service you can expect from CCWM. I could go on and on about "the over and above" customer service, professionalism, and knowledge we've experienced, but I will sum it up in just one sentence. Knowing we have CCWM working for us at every financial turn allows me the peace of mind that not only will my wife and I achieve all of our financial dreams through my life expectancy and hers, we will do it comfortably and without stress thanks to the creative financial planning of Fred Hubler and Tom Ahern.
    - Fay S.
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    Creative Capital Wealth Mangement Group
    This was both planning and execution. CCWMG was instrumental in creating a plan and helping us adhere to it.
    - robb f.
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    John J Heck & Associates CPAs and Business Counselors
    I have been dealing with John J Heck and Associates for over 25 years and the experience has been excellent. They are always willing to go out of there way to make sure that your questions and concerns are answered to your satisfaction. John J Heck and Associated are extrmely knowledgeable in handling your tax or company consultation questions.
    - John U.
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    John J Heck & Associates CPAs and Business Counselors
    It went extremely well. John J. Heck and Associates are very professional and attentive to my every need. I highly recommend them to anyone who needs a well versed Accountant in all the ever changing tax laws. John really knows his stuff.
    - joe m.
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    John J Heck & Associates CPAs and Business Counselors
    very well, John and his staff are very intelligent and professional. They are easy to get along with care about each individual situation
    - john f.
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    Shvetz Insurance Agency
    Instead of costing more to optimize my insurance purchase by educated experienced expert navigating govt complications and in my case also regrouping from online scamming, this neighbor-recommended longtime-community insurance broker of multiple companies helped me to lower prices for better features I'll always go through him from now on for all insurance needs which the now govt-controlled companies can continue to pay John to help us with us.
    - Aleen O.
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    Chestnut Investment Advisory
    George pointed me in the right direction and gave me solid advice while taking into consideration my best interests. I feel I can move forward now with my plans having a better grip on my financial future.
    - Ellen D.
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Financial Advisors in Manor

Companies below are listed in alphabetical order.

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