Bel Air Planning Associates Inc - Mineola (NY)

Angry Boomer Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!

Mrs. Burke I think her name was Renay. She was amazing. Told me exactly what I needed to hear about getting mortgage ready.

susanne cianfoni Mike is wonderful!

Susan Brees This by far one of friendlier banks Ive seen. Reminds me of my hometown bank. Everyone seams to remember customers; calling them by name. A shout out to Abby for being know and very friendly and was able to help me with account immediately. She went above and beyond and definitely will reccomend!

Rita Bobe-Saleh Love Thomas!! On time. Detailed. Professional.

Tom Giunta Tim is a very smart and competant Investment Advisor who deeply cares about the people he serves. He has a passion for educating his clients to help them make the best financial decisions for their financial future. I highly recommend him for anyone who needs a financial needs analysis of their finances for proper planning and positioning of their goals and objectives.

Cindy Poole Brent is the best. He has helped me meet my retirement goals, and my ROI always beats my spouse’s Vanguard! Very easy to work with and gets results!