Liz and her staff are just amazing. Very in tune with your individual needs and maintains contact…read morewith you and as your lifestyle changes, she advises on changes to your portfolio to match it. I strongly recommend her to everyone who has had bad experiences in the past (most of us). My mother started with her years ago and now she handles our financials, plus our business needs, plus my children, and grand children!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I spoke to the owner Marsha about my desire to downsize from my five bedroom home to only a two…read moreBedroom place because I am planning to be a Snowbird one day after the pandemic and she told me how wonderful her place is and how it would be perfect for me. I was only brought to her yelp account because we have other business dealings...and I saw her very poor yelp reviews stating how rude she is in 6 of her yelp reviews and I had began to see that for myself. After reading that she was not only rude to me but rude to so many other people in her business, I have decided not to use her company and I would suggest you look at her reviews before you decide to choose her business. There are so many other businesses like hers that have perfect reviews and I will be moving into one of them with my downsizing on Long Island. Thank God I saw her reviews before I actually became one of her clients.

Do not ever use this company. If you are considering it, make sure you meet personally the owner…read moreMarsha of Grant Management Services. You will instantly change your mind and see for yourself not to deal with them. She is the most unprofessional, nasty, and horrible person. She has no empathy at all. It is obvious that she hates what she does and hates life in general. There are many other better services out there where the owners are professional and make you feel comfortable. If you talk with the tenants, as we did, you will hear how unhappy they are in dealing with her. This is the wrong business for her to be in, but I can't even think of any business that her rude personality would be a fit for.

We're so grateful to have had the opportunity to work with Jack Watson. He's very warm and friendly…read moreyet also extremely knowledgeable in his field. We had a A++ experience. If you're looking for someone to trust with your personal and/or business financial portfolios like we were, look no further- Jacks your guy.

From the owner: Our mission is to build lasting, connected relationships with our clients and their families by…read morehelping them build and manage wealth for themselves and future generations.

Peter has been my highly distinguished accountant for many years. He is kind and smart, he's very…read moreefficient and remains available for client inquiries. Peter is expedient in all communications. Professionally, "Cool, calm, & collected" describes Peter, and also his clients, upon leaving his office. In addition to my personal finances, Peter created an S-Corp for my small business and facilitated the process start to finish as a trusted, knowledgeable guide. Currently, Peter is most helpful at advising me on Financial Compliance. There is a lot to know and many questions to ask, Peter J Bertuglia is your BEST resource and he has all of the answers. I personally, and professionally, recommend Peter for all of your accounting needs. Thank you

From the owner: For thorough and confidential Huntington, NY Accounting services, don't hesitate to call us today…read morefor great financial advice. Peter J Bertuglia is relied on for helpful assistance.