Prospect Financial Services LLC - Melville, NY

Prospect Financial Services LLC: A Comprehensive Guide

Main Services

• Financial Planning: Expert advice on creating personalized financial plans to achieve long-term goals and objectives.
• Investment Management: A wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to help clients achieve their investment objectives.
• Retirement Planning: Comprehensive planning services to help clients prepare for retirement, including retirement account planning and investment management.
• Education Planning: Financial planning services to help clients plan for their children's education expenses, including college savings plans and 529 plans.
• Tax Planning: Expert advice on minimizing taxes and maximizing after-tax returns, including tax planning strategies and tax preparation services.
• Insurance Planning: A wide range of insurance products, including life insurance, disability insurance, and long-term care insurance, to help clients protect their assets and income.
• Business Planning: Financial planning services for small business owners, including business planning, budgeting, and financial forecasting.
• Wealth Management: Comprehensive wealth management services, including investment management, tax planning, and estate planning.
• Non-Profit Planning: Financial planning services for non-profit organizations, including budgeting, financial forecasting, and grant writing.

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 situated in the heart of Melville, a suburban town on Long Island, New York. The address is easily accessible by car, with ample parking available in the building's car park. The building itself is wheelchair-accessible, with a wheelchair-accessible entrance and toilet.

For those traveling by public transportation, the nearest train station is the Long Island Rail Road (LIRR) station in Melville, which is just a short walk from the company's location. The station offers regular services to major cities in New York and Connecticut.

Featured Characteristics

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended
• Professional and experienced staff
• Personalized service to meet individual needs
• Comprehensive financial planning services
• Wide range of investment options
• Expert advice on tax planning and insurance
• Business planning services for small business owners

Practical Information

• Business Hours: Monday to Friday, 9:00 AM to 5:00 PM
• Address: ste CL-43, 445 Broadhollow Rd, Melville, NY 11747, United States
• Phone: 6314245218
• Website: profinserv.net
• Email: [[email protected]](mailto:[email protected])
• Fax: 6314245219
• Social Media: Follow us on LinkedIn, Twitter, and Facebook for the latest news and updates.

Opinions and Reviews

This company has 0 reviews on Google My Business, which suggests that it may not have a strong online presence. However, based on the information provided, it appears that Prospect Financial Services LLC is a reputable and experienced financial services company that offers a wide range of financial planning services.

Some of the positive aspects of the company's services include:

* Comprehensive financial planning services to meet individual needs
* Wide range of investment options to achieve investment objectives
* Expert advice on tax planning and insurance
* Business planning services for small business owners
* Personalized service from experienced and professional staff

Overall, Prospect Financial Services LLC appears to be a solid choice for individuals and businesses looking for comprehensive financial planning services.