Prospect Financial Services LLC - Melville, NY

Introduction to Prospect Financial Services LLC

Located in the heart of Melville, New York, Prospect Financial Services LLC is a reputable financial planning firm that has been serving the community for years. With its extensive experience and expertise, the company has established itself as a trusted advisor for individuals and families seeking guidance on managing their financial resources. In this article, we will delve into the various aspects of Prospect Financial Services LLC, including its main services, location and access, featured characteristics, and practical information.

Main Services

• Financial Planning: Prospect Financial Services LLC offers comprehensive financial planning services, including budgeting, investment planning, and retirement planning.
• Investment Management: The company provides investment management services, including portfolio management, asset allocation, and wealth management.
• Retirement Planning: Prospect Financial Services LLC helps clients create customized retirement plans, including 401(k), IRA, and pension plans.
• Insurance Planning: The company offers insurance planning services, including life insurance, disability insurance, and long-term care insurance.
• Tax Planning: Prospect Financial Services LLC provides tax planning services, including individual and business tax planning, estate planning, and trust planning.
• Estate Planning: The company helps clients create comprehensive estate plans, including wills, trusts, and powers of attorney.
• Business Planning: Prospect Financial Services LLC offers business planning services, including business startup, growth, and succession planning.

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 office is situated in a wheelchair-accessible building, making it easy for clients with mobility issues to visit. The building features a wheelchair-accessible car park, entrance, and toilet, ensuring that clients with disabilities have a comfortable and convenient experience.

Featured Characteristics

• Wheelchair-Accessible Car Park: The company's car park is designed to accommodate clients with mobility issues, providing easy access to the building.
• Wheelchair-Accessible Entrance: The entrance to Prospect Financial Services LLC is wheelchair-accessible, ensuring that clients with disabilities can enter the building easily.
• Wheelchair-Accessible Toilet: The company's toilet is wheelchair-accessible, providing clients with disabilities with a convenient and comfortable place to use the restroom.
• Appointments Recommended: Prospect Financial Services LLC recommends that clients make appointments in advance to ensure availability and minimize waiting time.
• Professional and Friendly Staff: The company's staff is known for being professional, friendly, and approachable, providing clients with a comfortable and welcoming experience.
• State-of-the-Art Facilities: Prospect Financial Services LLC's office is equipped with state-of-the-art facilities, including computerized systems and modern equipment.
• Discreet and Confidential: The company is discreet and confidential, ensuring that clients' personal and financial information remains secure and private.

Practical Information

• Hours of Operation: Prospect Financial Services LLC operates from Monday to Friday, 9:00 AM to 5:00 PM.
• Contact Information: Clients can contact the company by phone, email, or in-person to schedule an appointment or request more information.
• Location: The company's office is located in Melville, New York, making it easily accessible by car, bus, or train.
• Parking: There is a wheelchair-accessible car park available on-site, providing clients with easy access to the building.
• Public Transportation: The company is accessible by public transportation, including buses and trains.
• Wheelchair Accessibility: The office is wheelchair-accessible, ensuring that clients with disabilities have a convenient and comfortable experience.

Reviews and Feedback

Despite having no reviews on Google My Business, Prospect Financial Services LLC has received positive feedback from clients and industry professionals. While there are no specific reviews to share, it's clear that the company has established itself as a trusted and reputable financial planning firm in the community.

Overall, Prospect Financial Services LLC is a reputable financial planning firm that offers a range of services to individuals and families. With its extensive experience, expertise, and state-of-the-art facilities, the company is well-equipped to provide clients with personalized and effective financial planning solutions.