The Choice Group Wealth Management - Melville, New York

The Choice Group Wealth Management

The Choice Group Wealth Management, located at 105 Maxess Rd, Melville, NY 11747, is a reputable firm specializing in financial planning, insurance brokerage, and investment services. Their phone number is 13868461 and their website is tcgwealth.com.

With a focus on personalized service, The Choice Group's team takes the time to understand each client's unique needs and goals. They offer a range of services, including online appointments, onsite services, and wheelchair accessibility, ensuring that their clients receive the best possible care.

Specialties:
- Financial planner
- Insurance broker
- Investment service

Other points of interest:
- Online appointments
- Onsite services
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
- Restroom
- LGBTQ+ friendly
- Appointment required
- Appointments recommended

The company has received positive reviews, with an average rating of 5/5 based on 2 reviews on Google My Business. One satisfied client noted, 'Working with Bryce Wilinski and John Scala, I found a level of communication, service, and professionalism that surpassed any past expectations of financial advisers.' Another client appreciated the team's ability to understand their financial needs and goals, providing constant updates to their portfolio.

The Choice Group Wealth Management is dedicated to helping their clients achieve financial success through personalized, accessible, and professional services.

👍 Reviews of The Choice Group Wealth Management

Orlando S.

5/5

Working with Bryce Wilinski and John Scala have surpassed any past preconceived expectations of financial advisers. After they took the time to understand my needs, both gentleman took the time to know me as a person, not just as a client. They constantly reviewed my financial needs and goals, long term and short in a manner in which I always understand. They always provide me with updates to my portfolio. I appreciate the level of communication, service and professionalism I receive from The Choice Group.

jo M.

5/5

Very nice people Ira was a great help and answered all of my questions and it didn't cost me anything. I would definitely use this company for future planning.