642 advising Northern Blvd, Greenvale

642 advising Reviews

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  Joanna Mankowski
  5

  Adam and the staff of 642 Advising are knowledgeable and honest about setting realistic expectations and goals. Initially, I was uncomfortable and worried about discussing my financial situation. However, after just two meetings 642 Advisiting alleviated a lot of the stress and concerns I had about my financial situation. Adam took the time to understand my goals for the future while evaluating my present situation. He helped me create an attainable, comprehensive plan for my future and discussed adjustments that may need to be made along the way. Although my initial goal was to purchase various insurances as a safety net, Adam made an honest recommendation to only purchase one. After analyzing my current retirement plan, benefits, and insurances, he explained that while I would benefit from some policies others were not necessary. Not only do Adam and his team respond in a timely manner when I call or email with questions or concerns, they also check-in throughout the year to make any changes or adjustments to my plan. Overall, I have had a fantastic experience with 642 Advising and recommend their services. Their professionalism and comprehensive reports have helped me become more informed, secure, and confident about my future.

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  Bryan Karp
  5

  Top notch!! Adam has become my trusted advisor. He is incredibly knowledgeable, patient, and caring. He is now in my inner circle and managing all of my money. You need to meet him for yourself, best in the business! Adam really goes above and beyond, anything to do with money and finance you want Adam on your side. Seriously, you need to meet him for yourself!!

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  Mike
  5

  642ADVISING is fantastic! We’ve been working with Adam and his team for over 6 years and we couldn’t be happier. 642 is all about getting the most out of your money for YOU... whether it’s retirement, college savings or reaching personal goals. With the help and guidance of Adam and his team we were able to purchase our first home a few years back, something which seemed impossible on our own. You won’t go wrong with 642ADVISING.

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  Brian Grimner
  5

  Adam at 642 Advising has every characteristic you would want in someone who is helping ensure your financial future is what you expect and want. He is extremely knowledgeable and has the patience to explain every aspect of your plan (even if you ask the same questions multiple times). I feel a tremendous weight off my shoulders knowing I have 642 Advising guiding my families financial future. I have recommended this company to my closest family and friends, and recommend you give them a call. Thanks for everything you do Adam!

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  John Heitner
  5

  Adam knowledge has been such a blessing to my family and I. His guidance has allowed us to live the life we want and plan accordingly for the future. I look forward to continue to work with him on upcoming investments and my only regret is that I didn’t have his services earlier. Thank you Adam!

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  Jennie Breien-Gibson
  5

  642ADVISING has been an excellent resource for my family!- They are wonderful!

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  Justin
  5

  See Adam at 642 he’s a huge asset to company team