Portfolio Planners Inc
774 Nicolls Rd, Centereach, NY 11720, United States
Portfolio Planners Inc
Review №1

I’ve used other big name and smaller independent accountant services in the past and this family business blows them away. Mr.Granata actually took the time out to help me understand my certain situations and REALLY set my mind at ease. Never had that with other tax services. They don’t overcharge like most these days. Definitely will recommend them to family and friends.

Review №2

Outstanding reputation with generations of families who have continued to recommend Portfolio Planners. New clients every year all come from existing clients. We rely on building lasting relationships for over 40 years. Some people who have never been clients and never will be, find it necessary to post fake reviews. Luckily we have built so many close relationships with clients and business associates over decades We thank you for years of dedication that continues to grow everyday.We are blessed to be able to serve you.

Review №3

Portfolio planners is a great place for anyone that needs any kind of tax, retirement, insurance services, Stephen Granata is my go to guy. He has guided me threw home ventures, business venture and handles all my insurances. Car, home and business. This place is a one. Anyone that's talks with me about anything far as what they do I send them here and they do wonders for them as if it was me this place if used will work miracles for u as they did me

Review №4

Portfolio Planners employees are ethical, empathetic and knowledgeable. It is a shame that some jealous people feel the need to write fake reviews to make themselves feel valued. I am proud to be part of the Portfolio Family and would refer the company to anyone and everyone.

Review №5

Have been to several other companies but Portfolio is far superior. They spend time to understand my needs.

Review №6

Richard has been in business for over 40 years because he has developed relationships with clients for 3 generations of families based on trust, quality work, reasonable fees and especially his kindness.

Review №7

I, Allan Kaplan and my company Marine Thrusters, LLC, have been working with Richard at Portfolio Planner's Inc for over 12 years and each year has been increasingly more rewarding than the previous. I have referred many friends to him and all of them have thanked me for having finally met someone with the utmost integrity and full trust in.

Review №8

My husband and I have been clients for over 20 years and so appreciate the time and service we get. It’s hard to find a company that makes you feel like family.

Review №9

I am writing this to get the truth out there. I am a respected member of centereach! Unfortunately I helped certain people sue innocent people for personal gain and unfortunately got screwed out of whats owed to me.I obey all fiduciary compliance rules set forth in the accountant school i never attended. I have great success as insurance sales man and am being recruited by everyone. Its come to my attention that bad hostile actors are trying to fight over my superior skills! I will not talk to any of them and not testify for anyone. I want to work and sell insurance like i been doing for years and advoid everyone who i met in 2018!

Review №10

My husband and I have been clients of Portfolio Planners for over 15 years and have been extremely pleased with the work they have done for us. We highly recommend their professional services.

Review №11

Never returns phone calls. Steven granatta has poor follow up skills

Review №12

Steve violated the code of ethics and fiduciary responsibility by repeating confidential conversations and now helping people sue me! Shame on him!

1 Photos
4.4 Rating
  • Address:774 Nicolls Rd, Centereach, NY 11720, United States
  • Phone:+1 631-696-4600
  • Tax preparation service
  • Wheelchair-accessible entrance:Yes
  • Appointments recommended:Yes
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