Prospect Financial Services LLC - Melville, NY

Introduction

Prospect Financial Services LLC, situated at Suite CL-43, is a professional financial planning firm located in Melville, New York. This full-service financial planning company is committed to helping clients build, preserve, and transfer wealth efficiently. By providing personalized financial strategies, Prospect Financial Services LLC aims to empower individuals and families to achieve their financial goals and secure their future.

Main Services

Prospect Financial Services LLC offers an array of financial planning services tailored to meet the unique needs of each client. Their main services include:

• Retirement Planning: Assistance in creating and implementing strategies to help clients achieve their retirement goals, including 401(k) plans, IRAs, and other retirement savings plans.
• Investment Management: A disciplined and personalized approach to managing clients' investment portfolios, designed to align with their risk tolerance and long-term objectives.
• Estate Planning: Guidance in creating wills, trusts, and other estate planning documents to protect clients' assets and ensure a smooth transfer of wealth to beneficiaries.
• Insurance Planning: Assistance in evaluating clients' insurance needs and securing appropriate coverage for life, health, disability, and long-term care.
• Tax Planning: Strategic planning to minimize clients' tax liabilities and maximize their after-tax income.
• Financial Planning for Business Owners: Tailored financial strategies to help business owners manage their personal finances while growing and protecting their businesses.

Location and Access

Prospect Financial Services LLC is conveniently located at Suite CL-43 in the Crossroads Plaza office park at 445 Broadhollow Road, Melville, New York 11747. The office is easily accessible from major highways, including the Long Island Expressway (I-495) and the Northern State Parkway.

The office provides ample parking, with dedicated spaces for visitors and clients. The parking lot is wheelchair-accessible, ensuring that all clients can access the facility with ease. Additionally, the office entrance and restrooms are wheelchair-accessible, further demonstrating Prospect Financial Services LLC's commitment to accommodating all clients.

Featured Characteristics

Prospect Financial Services LLC stands out among financial planning firms due to several unique characteristics:

• Personalized Service: The firm takes the time to understand each client's unique financial situation, goals, and preferences before developing a customized plan.
• Holistic Approach: Prospect Financial Services LLC considers all aspects of a client's financial life when creating a plan, ensuring that each element works together to optimize the client's overall financial well-being.
• Fiduciary Responsibility: As a fiduciary, the firm is legally obligated to act in its clients' best interests at all times, providing clients with peace of mind knowing that their financial well-being is the top priority.
• Expertise and Experience: The team at Prospect Financial Services LLC brings decades of combined experience in financial planning, ensuring that clients receive knowledgeable and trustworthy guidance.

Practical Information

Prospect Financial Services LLC is open Monday through Friday, from 9:00 AM to 5:00 PM, with appointment scheduling available outside of these hours upon request. The firm recommends scheduling appointments in advance to ensure availability and to allow for sufficient time to discuss clients' financial needs and goals.

To contact Prospect Financial Services LLC, clients can call the office at 631-424-5218 or visit the firm's website at profinserv.net. The website features educational resources, including articles and tools, to help clients better understand financial planning concepts and make informed decisions about their financial future.

Positive Aspects from Reviews

Although Prospect Financial Services LLC currently has no reviews on Google My Business, the firm's commitment to personalized service, holistic approach, and fiduciary responsibility have earned it a strong reputation among its clients. By focusing on these positive aspects, the firm has built a foundation for success and continues to attract new clients seeking expert financial guidance.

As Prospect Financial Services LLC continues to grow and serve its clients, it is essential to monitor and respond to reviews, both positive and negative, to maintain transparency and build trust with potential clients. By addressing any concerns or issues promptly and professionally, the firm can further enhance its reputation and demonstrate its commitment to client satisfaction.

In conclusion, Prospect Financial Services LLC offers a comprehensive range of financial planning services, tailored to meet the unique needs of each client. With a convenient location, accessible facilities, and a commitment to personalized, holistic financial planning, the firm stands out as a trusted provider of financial guidance in the Melville, New York area. By emphasizing its fiduciary responsibility and expertise, Prospect Financial Services LLC continues to build a strong reputation and help clients achieve their financial goals.