American Portfolios Financial Services - Holbrook, New York

American Portfolios Financial Services

Located at 4250 Veterans Memorial Hwy #420e in Holbrook, NY, American Portfolios Financial Services is a reputable financial institution that provides a range of financial services. Established with the aim of assisting clients in securing their financial future, the organization has built a strong reputation in the industry.

About American Portfolios Financial Services

Specializing in financial services and finance brokerage, American Portfolios Financial Services caters to a diverse clientele with personalized financial solutions. Their dedicated team of experienced professionals works closely with clients to understand their unique financial goals and create tailored investment strategies.

Features and Facilities

The office is equipped with wheelchair-accessible parking and entrance, ensuring accessibility for all clients. On-site parking is also available, providing convenience for those visiting the office. This attention to detail demonstrates the company's commitment to providing a seamless experience for its clients.

Expert Financial Advisors

With a team of skilled financial advisors, such as Charlie Matisi and Diana Curran CFP, American Portfolios Financial Services stands out in the industry. Charlie Matisi is highly regarded for his thorough, professional approach and his client-centric philosophy. Similarly, Diana Curran CFP is known for her attentiveness to client concerns and her ability to create financial plans that meet individual needs.

Client Reviews

A testament to the quality of service provided by American Portfolios Financial Services is the company's 5/5 average rating based on seven reviews on Google My Business. Clients consistently praise the dedication and expertise of the financial advisors, highlighting the positive impact these professionals have on their financial lives.

With its commitment to personalized service, accessibility, and a team of skilled financial advisors, American Portfolios Financial Services is an excellent choice for individuals seeking comprehensive financial solutions.

👍 Reviews of American Portfolios Financial Services

Jake D.

5/5

Charlie Matisi is a great Financial Advisor. He’s very thorough, professional and always put client’s needs first. Asset to any portfolio.

Aerire C.

5/5

Diana Curran CFP is the best financial advisor. Very attentive to all my concerns and needs! I'm richer today because of her!

Diana C.

5/5

Vince D.

5/5

Martin F.

5/5

mayur C.

5/5

Vinay

5/5