Wealth Management Solutions, LLC

★★★★★
  • 700 Veterans Memorial Highway Suite 205

    Hauppauge, NY 11788

    Map & Directions
  • 631-382-5012

About Wealth Management Solutions, LLC

Categories
  • Financial Planners
  • Estate Planning Lawyers
Hours
M-F 9am-4pm, Sa-Su Closed
Special Offer
Call Today!
Emails
  • peter.lawrence@questarcapital.com
Keywords
  • Retirement Planning
  • Risk Management
  • Investment Planning
  • Estate Planning
  • Education Funding
Products
  • Estate Preservation
  • Risk Management
  • Investment Planning
  • Retirement Planning
  • Education Planning

Finance

Finance
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5.0 1
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I have to say I was nervous about using any financial aid, or college service since the guidance counselors told us they can help. Well after my oldest Daughter went to school and there was no financial aid we figured we'd go on a friend's recommendation and try John & Peter at Wealth Management Solutions. They were so professional in their work and were able to help us not only with college but with our retirement as well. They pointed out subtle little changes that were costing us thousands a year in our investments and our taxes that our accountant had been missing for years. They also really worked with us on our investments and took the time to get to know us and what our feelings were on investing and put us in some really good sound companies that have done well for us.In the last few years we have referred nearly a dozen friends and family to John and Peter and all have had the same experience. If you are looking for help, John and Peter are your guys!!!

5
★★★★★

I have to say I was nervous about using any financial aid, or college service since the guidance counselors told us they can help. Well after my oldest Daughter went to school and there was no financial aid we figured we'd go on a friend's recommendation and try John & Peter at Wealth Management Solutions. They were so professional in their work and were able to help us not only with college but with our retirement as well. They pointed out subtle little changes that were costing us thousands a year in our investments and our taxes that our accountant had been missing for years. They also really worked with us on our investments and took the time to get to know us and what our feelings were on investing and put us in some really good sound companies that have done well for us.In the last few years we have referred nearly a dozen friends and family to John and Peter and all have had the same experience. If you are looking for help, John and Peter are your guys!!!

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Message from Wealth Management Solutions, LLC

Serving Hauppauge, NY and outlying areas, Peter Lawrence and associates of Wealth Management Solutions, LLC are offering the following services not limited to: Retirement Planning, Risk Management, Investment Planning, Estate Planning and Education Funding.

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