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Federmann Financial Services

3.7

About this business

Specialties Federmann Financial Services Provides Financial Planning, Wealth Management and Tax Services to the Rocky Point, NY area. 

Location details

745 NY-25A Suite C, Ste C, Rocky Point, NY, 11778, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
3.73 reviews
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Seth Morrison's profile image
Seth Morrison 
on Google
a year ago

I transfered my financial planning to Federman Financial this year and they also did my income tax and I am delighted with their service. They are very thorough in all aspects of their work, excellent communicators and very knowledgable in financial management and tax planning. I recommend them highly. 

Art Donnelly's profile image
Art Donnelly 
on Google
5 years ago

I've known Lisa Kelly since 2014 and have been extremely impressed with her depth of knowledge, sound advice and caring service. Perhaps even more importantly, she's able to deliver it all in a friendly, open manner that's easily digestible, and not intimidating or overwhelming at all. Lastly, Jeanne and Youxi are always friendly and willing to help any time I call there. 

jason kloepfer's profile image
jason kloepfer 
on Google
6 years ago

im disabled an missed appointment because i lost my daily planner then called 1 day later to rescheduled n was told im a client they dont want to deal with. wow another heartless person 

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Frequently asked questions about Federmann Financial Services

How is Federmann Financial Services rated?

Federmann Financial Services has a 3.7 star rating with 3 reviews. 

When is Federmann Financial Services open?

Federmann Financial Services is closed now. It will open tomorrow at 9:00 a.m. 

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