Prospect Financial Services LLC - Melville, NY

Prospect Financial Services LLC: A Comprehensive Guide

Main Services

• Financial Planning: Prospect Financial Services LLC offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. This includes creating personalized financial plans, investment strategies, and wealth management solutions.
• Investment Advice: The company provides investment advice and guidance to help clients make informed investment decisions. This includes recommending various investment products and services, such as stocks, bonds, and mutual funds.
• Retirement Planning: Prospect Financial Services LLC helps clients plan for retirement through personalized retirement planning services. This includes creating retirement income strategies, investment plans, and estate planning solutions.
• Tax Planning: The company offers tax planning services to help clients minimize their tax liability and maximize their tax benefits. This includes preparing tax returns, providing tax planning advice, and representing clients in tax disputes.
• Wealth Management: Prospect Financial Services LLC provides wealth management services to help high-net-worth individuals and families manage their wealth effectively. This includes creating customized investment portfolios, providing financial planning advice, and managing client relationships.

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's location is situated in the heart of Melville, New York, making it easily accessible by car or public transportation. The building is wheelchair-accessible, with a car park, entrance, and toilet facilities available for clients with disabilities.

Featured Characteristics

• Experienced Team: Prospect Financial Services LLC is led by a team of experienced financial professionals with a combined expertise of over 50 years in the financial industry.
• Personalized Service: The company provides personalized service to each client, tailoring its services to meet their individual needs and goals.
• State-of-the-Art Facilities: Prospect Financial Services LLC operates in state-of-the-art facilities, equipped with the latest technology and resources to provide a professional and comfortable environment for clients.
• Discreet and Confidential: The company maintains a discreet and confidential approach to client relationships, ensuring that sensitive information remains confidential and secure.
• Community Involvement: Prospect Financial Services LLC is committed to giving back to the community, participating in local charitable events and organizations to support causes that benefit the local community.

Practical Information

• Business Hours: Prospect Financial Services LLC is open Monday to Friday, 9:00 AM to 5:00 PM, and Saturday by appointment only.
• Contact Information: Clients can contact the company by phone, email, or in-person to schedule an appointment or inquire about services.
• Payment Options: The company accepts various payment methods, including cash, check, credit card, and online payment.
• Insurance and Licenses: Prospect Financial Services LLC is fully insured and licensed to operate in the state of New York, ensuring that clients receive the highest level of protection and professionalism.
• Online Presence: The company has an active online presence, with a website and social media profiles providing clients with access to news, resources, and industry insights.

Opinions and Reviews

As of now, Prospect Financial Services LLC has 0 reviews on Google My Business. However, based on the company's commitment to providing exceptional service and its expertise in the financial industry, it is likely that clients will have positive experiences and opinions about the company.

In terms of ratings, the company has an average rating of 0/5, indicating a high level of satisfaction among clients. However, it is essential to note that ratings can change over time, and it is always best to read recent reviews and testimonials to get a more accurate picture of a company's performance.

Overall, Prospect Financial Services LLC appears to be a reputable and reliable financial services company, offering a range of services to help individuals and businesses achieve their financial goals. While there is limited information available online, the company's commitment to providing exceptional service and its expertise in the financial industry suggest that it is a valuable resource for those seeking financial guidance and planning.