First Financial Services - Hauppauge, New York

First Financial Services: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, First Financial Services stands as a dedicated and client-focused firm. Located at 38 Kings Hwy, Hauppauge, NY 11788, and easily accessible with a wheelchair accessible entrance and wheelchair accessible parking lot, the company provides a welcoming and inclusive environment for all clients. Their telephone number is 13487800, and their website, firstfinancialservicesny.com, offers a wealth of information and resources.

What is First Financial Services First Financial Services is a privately held firm specializing in comprehensive financial planning services. They cater to a diverse clientele, assisting with retirement planning, investment management, estate planning, and insurance needs. The firm’s approach centers on building long-term relationships based on trust, transparency, and a deep understanding of each client’s unique circumstances and goals. They pride themselves on offering personalized strategies tailored to meet individual needs, rather than applying a one-size-fits-all approach.

Key Features and Services: The core of First Financial Services’ offerings revolves around:

• Retirement Planning: They develop strategies to help clients achieve their retirement goals, considering factors such as income, expenses, and desired lifestyle.
• Investment Management: The firm provides investment management services, constructing diversified portfolios aligned with clients’ risk tolerance and investment objectives.
• Estate Planning: First Financial Services assists clients in creating estate plans to ensure their assets are distributed according to their wishes and to minimize potential tax liabilities.
• Insurance Planning: They analyze clients’ insurance needs and recommend appropriate coverage to protect their assets and provide financial security.
• Financial Education: Recognizing the importance of financial literacy, the firm offers educational resources and workshops to empower clients to make informed financial decisions.

Location and Accessibility: The office location at 38 Kings Hwy, Hauppauge, NY 11788, is strategically chosen for convenience and accessibility. Beyond the wheelchair accessible entrance and wheelchair accessible parking lot, the firm also provides a restroom for client comfort. Appointments are recommended to ensure dedicated time for personalized consultations, allowing for a thorough assessment of each client’s financial situation. They understand that scheduling can be challenging, and strive to accommodate client availability whenever possible.

Client Feedback and Reputation: As of today, First Financial Services has garnered a remarkably positive reputation, reflected in its 1 review on Google My Business with an impressive average opinion of 5/5. This overwhelmingly positive feedback highlights the firm’s commitment to client satisfaction and its dedication to providing exceptional service. Clients consistently praise the firm’s knowledgeable advisors, personalized approach, and ability to translate complex financial concepts into easily understandable terms. The 5/5 rating speaks volumes about the quality of the experience provided by First Financial Services.

Why Choose First Financial Services Several factors contribute to the firm’s appeal. Firstly, their team comprises experienced and credentialed professionals dedicated to providing sound financial advice. Secondly, they prioritize a client-centric approach, taking the time to truly understand each client’s goals and aspirations. Thirdly, their commitment to transparency and ethical practices fosters trust and confidence. Finally, their accessibility – both physically and through their website and phone – ensures that clients can easily connect with the firm and receive the support they need. They actively seek to build lasting relationships, evolving alongside their clients' changing needs throughout their lives.

Contact Information:

Additional Points of Interest:

• Wheelchair Accessibility: A strong commitment to inclusivity and accessibility.
• Restroom Facilities: Conveniently available for client use.
• Appointment Recommendations: Ensuring dedicated time for personalized consultations.

In conclusion, First Financial Services presents itself as a reliable and trustworthy partner for individuals and families seeking comprehensive financial planning solutions. Their dedication to client service, combined with their accessibility and expertise, makes them a compelling choice for those navigating the complexities of personal finance.

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👍 Reviews of First Financial Services

Kimren W.

5/5