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Why Choose The Quintessential Experience in Financial Services?

Why Choose The Quintessential Experience in Financial Services?

Here at The Quintessential Experience in Financial Services, we are dedicated to the pursuit of helping with the protection, preservation and growth of our clients' assets.

One of the most important aspects of any relationship is communication. As your financial professionals, we believe in "Putting People First". We are here to listen to you...placing a great deal of emphasis on making sure that you are involved in, understand and support the process by which we address your overall needs.

The Quintessential Experience Has Expanded!

Our Nassau County office has officially opened! 

Address: 100 Jericho Quadrangle, Jericho, NY 11753

Suite: 235 (second floor)

Main #: 516-636-8300

Fax #: 516-583-5172

Our Philosophy Consists of These Five Elements:

Integrity - Professionalism - Service - Accessibility - Culture

   Client Centered

Client Centered

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.