Best financial planner in Hauppauge, New York (NY) 2024

They sold me an Annuity at 50 years old which was absolutely too early. I told him that I thought I was too young for such a high fee product. I bought it anyway against my better judgement. I paid very high fees and got nothing out of it. They received a big commission. I sold it as soon as I could get out. Don't let them coerce you to buy unless you are over 60. They also transferred my sons 529 plans into a regular account, not a 529. I would go elsewhere. ~Elite

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The manager was incredibly rude and disrespectful. She continuously interrupted me and said there was nothing she could do about it and did not even attempt to help me. There no other people waiting at the time yet she did not even look at the documents that I had given her, which was very unprofessional. She said they don't often have such cases. Well it is part of your professional responsibility to learn throughout your career, since there may be others in the future. The employee that I went to previously was much more helpful and knowledgable. I will not be banking with them in the future. ~Wendy

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