Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services, LLC - Poughkeepsie (NY)

Zaleena Ramdihal Excellent customer service. Thank you Mineola team for always going above and beyond for your clients. True definition of world class services.

Richard Scott David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!

Review Squad 11 Excellent service. They take great care of growing & protecting our retirement funds & the app is easy to access! 5/5!

Christopher Connolly Great staff. Always helpful...they care!!

Senior Belmont Because theyve always dealt with in a good way

John Cerzeto I did a search for Levine to obtain the phone # (Im so bad with remembering #s, old age I guess) & came upon this review in which I felt compelled to insert a posting of my own. So what is the old saying? Another mans "junk" is another mans "treasure?" Its all in the eyes of the beholder. My experiences with David Levine & ALL of their staff "past" & "present" has been nothing short of "amazing". I am a successful business man who does not understand an iota of tax filings, etc. Many years ago, I was introduced to David Levine & Company and I have to say, that not only did they encircle me with their expertise but also alleviated many issues I had in which other accounting firms were unable to resolve. AND, I have saved thousands of dollars over the years in taxes! I would entrust this firm with my sons comic book collection (that someday I am sure will be worth $$ and will be in need of trustworthy & competent accountants). Whats the old saying? "you get what you pay for"