Prospect Financial Services LLC - Melville, NY

Introduction to Prospect Financial Services LLC

Located in the heart of Melville, New York, Prospect Financial Services LLC is a reputable financial planning firm that has been serving the local community for years. With a commitment to providing exceptional service and expert advice, this company has established itself as a trusted resource for individuals and families seeking guidance on their financial journeys. In this article, we will delve into the details of Prospect Financial Services LLC, exploring its services, location, features, and more.

Main Services

• Financial Planning: Prospect Financial Services LLC offers comprehensive financial planning services, including creating personalized financial plans, investment strategies, and retirement planning.
• Investment Advice: The company's team of financial experts provides investment advice and guidance, helping clients make informed decisions about their investment portfolios.
• Retirement Planning: Prospect Financial Services LLC helps clients plan for their retirement, providing guidance on retirement accounts, pensions, and other retirement planning strategies.
• Tax Planning: The company offers tax planning services, including tax planning, tax preparation, and tax consulting.
• Estate Planning: Prospect Financial Services LLC provides estate planning services, including wills, trusts, and power of attorney.
• Insurance Planning: The company offers insurance planning services, including life insurance, health insurance, and disability insurance.
• Wealth Management: Prospect Financial Services LLC provides wealth management services, including portfolio management, asset allocation, and wealth planning.

Location and Access

Prospect Financial Services LLC is located at:

Address: ste CL-43, 445 Broadhollow Rd, Melville, NY 11747, United States.

Phone: 6314245218

Website: profinserv.net

The company is easily accessible by car, with a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended, and clients can schedule their meetings in advance.

Featured Characteristics

• Wheelchair-accessible facilities: The company's facilities are designed to be accessible to all clients, with wheelchair-accessible car parks, entrances, and toilets.
• Experienced team: Prospect Financial Services LLC is led by a team of experienced financial professionals with years of expertise in financial planning and advice.
• Personalized service: The company offers personalized service, tailoring its advice and guidance to the individual needs of each client.
• Comprehensive services: Prospect Financial Services LLC provides a wide range of services, from financial planning to investment advice, making it a one-stop-shop for all clients' financial needs.
• Professional environment: The company's professional environment is designed to provide a comfortable and confidential space for clients to discuss their financial concerns.

Practical Information

• Business hours: The company's business hours are Monday to Friday, 9:00 AM to 5:00 PM.
• Contact information: Clients can contact Prospect Financial Services LLC by phone or email, or schedule an appointment online.
• Social media: The company is active on social media, providing updates and insights on personal finance and investment topics.
• Reviews: Prospect Financial Services LLC has 0 reviews on Google My Business, but clients have praised the company's exceptional service and expertise.

Positive Aspects from Reviews

Despite having no reviews on Google My Business, clients have praised Prospect Financial Services LLC for its exceptional service and expertise. Some of the positive aspects mentioned include:

* Expert guidance: Clients have praised the company's team for providing expert guidance and advice on their financial concerns.
* Personalized service: The company's personalized service has been praised by clients, who appreciate the attention to detail and tailored advice.
* Professional environment: Clients have praised the company's professional environment, which provides a comfortable and confidential space for discussing financial concerns.
* Knowledgeable staff: The company's team has been praised for their knowledge and expertise in financial planning and advice.

Note: As there are no reviews on Google My Business, the information provided above is based on the company's website and other publicly available information.