Merit Financial Partners, LLC - Maspeth (NY)

Vincent Raleigh I had a fantastic experience working with Jared. His expertise and personalized approach helped me navigate the complexities of investing. He was attentive, responsive, and ultimately guided me towards smart financial decisions. I highly recommend his services for anyone seeking knowledgeable and reliable investment advice!

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.

Faraz Hussaini Rahim is a highly professional Financial planner and a very knowlegable tax advisor. He is very easy to work with and also responsive and honest. I strongly recommend him for tax preparation and financial advice.

Kris Sauza I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.

narinder singh Best service . Thank you Mark helping us buying our dream home in valley stream.

Patricia Roberts I spoke with Nancy today and she was kind, efficient and processed my payment without complications. She was the nicest bill collector I have ever spoke to. Thank you Nancy!

Paul Rector Korina is awesome. She is prompt and very helpful. She is patient with me. As a business owner I am very busy and on the go, she finds time to work around my schedule. We meet monthly and go over my business finances it helps me to cut back on items that I dont need and make adjustments in other areas. She helped me when I was in a jamb. To me that says a lot. I highly recommend her to anyone who takes their finances seriously.. Great Job Korina!. Thank you