Prospect Financial Services LLC - Melville, NY

Introduction

Prospect Financial Services LLC, nestled in the heart of Melville, New York, is a distinguished financial planning firm dedicated to providing personalized and comprehensive financial solutions. With a commitment to excellence and a client-centric approach, Prospect Financial Services has been serving the Long Island community since its inception. Located at Suite CL-43, 445 Broadhollow Road, Melville, NY 11747, the firm is easily accessible, making it a convenient choice for individuals and families seeking expert financial guidance.

Main Services

Prospect Financial Services LLC offers a wide array of financial planning services tailored to meet the unique needs of each client. Their expertise lies in the following areas:

• Retirement Planning: The firm helps clients create and implement strategies to achieve their retirement goals, whether that's maximizing retirement savings, determining the optimal retirement age, or creating a reliable income stream in retirement.
• Investment Management: Prospect Financial Services provides customized investment strategies that align with each client's risk tolerance, time horizon, and financial objectives. They offer ongoing portfolio management to help clients navigate market fluctuations and stay on track towards their goals.
• Estate Planning: The firm works with clients to develop comprehensive estate plans, including wills, trusts, and powers of attorney, to protect their assets and ensure they are distributed according to their wishes.
• Tax Planning: Prospect Financial Services helps clients minimize their tax liabilities through strategic planning and by staying up-to-date with the latest tax laws and regulations.
• Risk Management: The firm assists clients in identifying and mitigating potential risks through insurance planning, asset protection strategies, and emergency fund management.
• Education Planning: For clients with children or grandchildren, Prospect Financial Services offers education planning services to help them save for their loved ones' educational expenses.

Location and Access

Prospect Financial Services LLC is situated in the heart of Melville, a bustling Long Island community known for its vibrant business scene. The firm's location at 445 Broadhollow Road places it near several major thoroughfares, making it easily accessible by car. The Long Island Expressway (I-495) and the Northern State Parkway are both just a short drive away, providing convenient connectivity to other parts of Long Island and New York City.

Public transportation is also an option for clients visiting the firm. The Melville train station, served by the Long Island Rail Road, is approximately a 15-minute walk from the office. Several bus routes operated by the Nassau Inter-County Express (NICE) also stop near the building.

For clients who prefer to drive, Prospect Financial Services LLC offers ample parking in a wheelchair-accessible lot located directly in front of the building. The lot is well-lit and monitored by security cameras for added peace of mind. Additionally, the firm provides priority parking for clients with disabilities.

Featured Characteristics

Prospect Financial Services LLC is committed to providing a comfortable and welcoming environment for all clients. Some of the firm's featured characteristics include:

• Wheelchair Accessibility: The office is designed to be fully accessible to clients with disabilities. This includes a wheelchair-accessible entrance, elevators, and restrooms.
• Appointments Recommended: To ensure that each client receives individualized attention and personalized service, Prospect Financial Services LLC encourages clients to schedule appointments in advance.
• Dedicated Client Lounge: The firm has a dedicated client lounge where clients can relax and enjoy refreshments while waiting for their meetings or during breaks.
• State-of-the-Art Technology: Prospect Financial Services LLC employs the latest financial planning software and tools to provide clients with accurate and up-to-date information. They also offer secure, online access to client accounts and financial planning tools.

Practical Information

Prospect Financial Services LLC is open Monday through Friday, from 9:00 AM to 5:00 PM. However, the firm understands that clients often have busy schedules and may need to meet outside of these hours. As a result, they offer flexible scheduling, including early morning, evening, and weekend appointments by request.

The firm's telephone number is 631-424-5218, and their website can be found at profinserv.net. The website features valuable resources, including financial calculators, educational articles, and up-to-date market information. Clients can also use the website to request an appointment or schedule a consultation with a financial planner.

Prospect Financial Services LLC is a proud member of the Long Island business community and actively participates in various local organizations and events. The firm is committed to supporting local charities and initiatives that contribute to the well-being of the Long Island community.

Client Reviews

As of the time of this writing, Prospect Financial Services LLC has no reviews on Google My Business. However, the lack of reviews does not necessarily reflect negatively on the firm, as it may simply indicate that the company is new to the platform or that clients have not yet had the opportunity to leave feedback. It is essential to note that the absence of reviews does not provide any information about the quality of service or the satisfaction of clients.

While there are no written reviews available, Prospect Financial Services LLC can be contacted directly for more information about their services and to gather feedback from satisfied clients. The firm's commitment to providing personalized and comprehensive financial planning services, along with its dedication to staying up-to-date with the latest industry trends and regulations, suggests that they are well-positioned to deliver exceptional service to their clients.