World Financial Group Inc - Flushing (NY)

Jonah Minkoff-Zern We worked with Joe for a few years. While he was patient working through various issues with us, it felt that he didnt have time to help in the end. Last year he made a mistake filing our taxes - which is OK - mistakes happen - but instead of taking the time to fix it or look into it, he put it back on me to try to figure it out when I received the notification from the State. It took a lot of time and effort for me to figure out what had happened (as Im not an accountant) and when he finally took the time to look and realized that he had made a not insignificant mistake - a mistake that led to us planing financially for a return that was much higher than our actual return; he didnt offer an apology - let alone a discount off a rate that somehow had increased by 50% from the previous year without warning (I found out when I received an invoice). Im sure for other accounts he could do better - for people with more knowledge of the tax system, etc. as I do think he is knowledgeable. It definitely was not a good experience for us in the end.

Sam Waite Malik was quite helpful and everything went efficiently.

Josh I met Danny many years ago, helped me out of a tough situation and set me on the right path. His guidance and advice has been invaluable ever since recommend working with him in anyway possible!

Melissa Wong Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. Shes a great teacher, cares deeply about her clients and Id highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation.

Chris Tranchina Chelsea Financial gave me a shot when no one else would. I cant thank John enough for the opportunity he gave me and my family to continue my career. John has always been professional and helpful. I would recommend Chelsea Financial to any other advisors in the industry.

Gregg Pugliese Ive done banking here for years. Things always change as personell change. There staff is always friendly and have always treated me well. Do I like bank fees? No but at least they give you a list up front.

Francis Matera John and AFG are excellent. He is not only professional and good with helping me with investing, but the entire staff is kind and makes me feel like family.

John OKane Totally professional financial advisement coupled with genuine personal touch and real commitment to your future.

Kristen Strothmann Laura and her team were wonderful. We used a VA loan and they made the process seamless and easy to understand. Any questions we had were quickly answered and always felt in the loop through the entire process. I highly recommend Laura and Homestead Funding Corp.