FCA - Family Center, HCBS, Health Homecare Management, Senior Financial Counseling - Mineola (NY)

Todd Palmer Took the first time homebuyer class, Annette and her staff were extremely friendly and professional. For the class, she brought in 3 guest speakers to talk about specific areas of buying a home, such as a banker, realtor, and inspector. I would recommend this class for anyone who is looking to buy their first home and even those who havent purchased a home in numerous years as a refresher.

Doug Most I’ve had an exceptional experience working with SKG Financial Group. Ben Soccodato is my advisor, but the entire team is outstanding! Every individual I’ve interfaced with is knowledgeable and responsive. SKG’s investment approach has consistently outperformed benchmarks without assuming an excessive amount of risk, achieving a perfect balance for my financial goals. One of the things that differentiates them from others is their willingness to evaluate my entire portfolio, including positions they don’t directly manage, and provide recommendations based on total invested capital. This "three bucket" approach to portfolio management is unique among the firms I’ve worked with or interviewed. It effectively reduces overall fees while maintaining a diversified strategy. It is one of the key elements to developing the trust that is so important with this type of relationship. I highly recommend SKG Financial Group to anyone seeking a trustworthy, results-driven financial partner.

Robert P One of the best in the business, highly recommended. Ive never had any issues when it comes to doing my taxes. Thanks for keeping the IRS off my back.

Kelli James Delise was absolutely amazing! She made the entire life insurance process so smooth and stress-free. She took the time to explain everything in a way that was easy to understand, and made sure I was fully set up with the right coverage. Her professionalism, patience, and knowledge really stood out. I highly recommend working with Delise!