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Financial Planners in West Islip, New York

There are 1 recommended Financial Planners in West Islip, NY. Read reviews from people you know to find the best Financial Planner.

Review by Anne-margaret Redding

First off, Robert is incredibly professional and yet you feel completely at ease from the moment you meet him. We have worked with him for many years, but it didn't take long for us to become fast friends. As small business owners, we really appeciate how Bob keeps us well-informed about our policy. In addition to his business dealings with us, he always takes a personal interest in all we do and offers support where he can. It is crystal clear to us that he is excellent at his profession and loves working with people. What impresses us the most is his committment to making a real difference with his clients, his friends, and anyone who has the privilege of knowing him.
Anthony Wood & Anne-Margaret Redding
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