Planning Financial Futures

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1895 Walt Whitman Rd Ste 6
Melville, NY 11747
When you choose a Trustworthy Financial Advisor, you should base your decision on their competence and ethics, not their sales skills or personality.Choosing the right Long Island Financial Advisor for guidance on crucial financial matters is a very important decision.At Planning Financial Futures, our Certified Financial Planners provide comprehensive advice and services to our clients looking to pursue financial stability during their working and retirement years.For nearly 30 years, our Melville Financial Advisors have been providing Long Island, NY residents customized financial planning, investment strategies, wealth management, personal insurance solutions and tax and legal services.Planning Financial Futures, Inc. offers Investment Services, Financial Planning Services, Risk Management & Income, Tax & Legal to Melville, NY.

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5.01 reviews
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Monica T.
3/14/2017

I was referred to Jeffrey Lewis at Planning Financial Futures by a friend who said he was a great Financial Adviser with many years of experience. He exceeded my expectations. Jeff is very...

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