Shelter Rock Financial Group - Mineola (NY)

Minerva valentin I love their professionalism and their service for the customer Mona was amazing and she made me feel comfortable

jamal alexandre Long overdue, I received amazing customer service at this location. John assisted in setting up an estate account for a family member who passed away. John was extremely kind, professional, and caring during a very difficult time. He made the process as easy as can be. I Hope to visit the branch for a happy reason next, and to ask for John, he’s the best!

Ed FNS Great college, even better staff and faculty. My kids got three different degrees and are working in there field they studied in. Would recommend this college to anyone wanting to get their associates or going for their bachelors degrees.

Susan Fitzgerald I was introduced to Ken and his company when he came to speak at our school district regarding the 403b “scam” that many teachers are faced with. I then met with him personally to learn more about the 403b options that are available to me. He was patient and extremely passionate and informative regarding the topic. He went out of his way to compare my current plan with the other plans available to me. There was absolutely no pressure to use his services. He genuinely wanted to inform teachers about this issue and was willing to spend the time necessary to educate me. I have continued to work with Ken over the past 2 years, setting up plans that are appropriate for me and my financial situation. He has continued to be accessible, helpful and responsive no matter what the issue is. I have recommended his services to my coworkers and will continue to do so. I am grateful to have found someone so knowledgeable, friendly and convenient.

Mark Wuerschmidt Excellent as usual, recommend them as we have had great experience with them for many years.

John Makovic Great company for all your insurance needs. Entire staff is Amazing… especially Juanita and Dawn. I have been insured through MBIA for well over 20 years w various policies.