Prospect Financial Services LLC - Melville, NY

Introduction

Prospect Financial Services LLC, located at Suite CL-43, 445 Broadhollow Road, Melville, New York, is a professional financial planning firm dedicated to helping clients navigate the complexities of the financial world. With a commitment to personalized service and expert guidance, Prospect Financial Services has been serving the Melville community and its surrounding areas with distinction.

Main Services

Prospect Financial Services offers a comprehensive range of financial planning services, tailored to meet the unique needs of each client. Their main services include:

• Retirement Planning: The firm helps clients plan for a comfortable retirement by developing strategies that align with their individual goals and risk tolerance.
• Investment Management: Prospect Financial Services provides personalized investment management services, aiming to grow and preserve clients' assets through careful analysis and strategic allocation.
• Estate Planning: The firm assists clients in creating effective estate plans that protect their assets and ensure a smooth transition to their beneficiaries.
• Tax Planning: Prospect Financial Services helps minimize clients' tax liabilities through proactive planning and strategic financial decisions.
• Insurance Planning: The firm offers guidance in selecting the appropriate insurance products to protect clients' financial well-being and that of their families.
• Business Planning: Prospect Financial Services provides business owners with tailored financial strategies to help grow and protect their companies.

Location and Access

Prospect Financial Services is conveniently located in the heart of Melville, Long Island, at Suite CL-43, 445 Broadhollow Road. The office is situated in the Melville Corporate Center, offering easy access to major highways, including the Long Island Expressway (I-495) and the Northern State Parkway.

Public transportation is available nearby, with the Melville Long Island Rail Road station just a short distance away. The office also provides ample parking space, including wheelchair-accessible parking.

Featured Characteristics

Prospect Financial Services stands out with several unique features that enhance the client experience:

• Personalized Service: The firm takes the time to understand each client's financial goals, concerns, and circumstances, providing customized solutions that address their specific needs.
• Experienced Team: Prospect Financial Services is comprised of highly skilled and knowledgeable professionals who stayed up-to-date with the latest financial trends and regulations, ensuring expert guidance for clients.
• Comprehensive Approach: The firm believes in addressing all aspects of a client's financial life, creating integrated plans that account for various interconnected elements, such as investments, taxes, insurance, and estate planning.
• Transparent Communication: Prospect Financial Services maintains open lines of communication, keeping clients informed about their financial progress and providing clear explanations of complex financial concepts.
• Community Involvement: The firm is actively engaged in the local community, supporting various causes and events, demonstrating its commitment to the Melville area.

Practical Information

Prospect Financial Services is committed to providing a welcoming and accessible environment for all clients. The office is wheelchair-accessible, with a dedicated entrance and restroom facilities for individuals with disabilities. Appointments are recommended, as the firm strives to offer uninterrupted, personalized attention to each client.

To schedule a consultation or for any inquiries, clients can contact the firm via phone at 6314245218 or visit their website at profinserv.net.

Client Testimonials and Ratings

As of now, Prospect Financial Services LLC has not yet received any reviews on Google My Business. While there are no client testimonials available to highlight, the firm's commitment to personalized service, comprehensive approach, and transparent communication are evident in its featured characteristics and the detailed range of services offered.

Average opinion: 0/5 (based on 0 reviews).