HomeHealth
HomeHealth Financial Professionals

Advisors for every decision your home makes.

A curated network of independently verified professionals — insurance, mortgage, tax, planning, real estate, energy. Introduced by HomeHealth. Chosen by you.

Every advisor is independently verified — Learn how
HomeHealth Verified
RE
Insurance Advisor

Rebecca Ellison

Northshore Insurance Partners · CIC, CPCU
4.9(186)
17 yrsLicensedInsured
Response time
Within 2 hours
Availability
Next available: Tomorrow 10 AM
Location
Manhasset, NY
Specialties
Homeowner Coverage ReviewHigh-Value HomesUmbrella Policies
Recent review
Priya S.

"Cut our premium by $480 without reducing coverage. Zero pressure."

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DO
Property Tax Consultant

Daniel Okafor

Meridian Tax Advisory · Licensed Property Tax Consultant
5.0(132)
21 yrsLicensedInsured
Response time
Same day
Availability
Available this week
Location
Great Neck, NY
Specialties
Assessment AppealsComparable Sales AnalysisGrievance Filings
Recent review
Robert L.

"Won our appeal — saved $1,650 a year. Handled everything."

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JC
Mortgage Advisor

Jasmine Carter

Coastal Home Lending · NMLS #482913
4.9(241)
14 yrsLicensedInsured
Response time
Within 1 hour
Availability
Available today
Location
Port Washington, NY
Specialties
Purchase LoansRate AnalysisJumbo Mortgages
Recent review
Ethan W.

"Modeled three scenarios in an hour. Honest that a refi wasn't right."

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MW
HELOC Specialist

Marcus Whitfield

Bridgeway Equity Partners · NMLS #351209
4.8(168)
19 yrsLicensedInsured
Response time
Within 2 hours
Availability
Next available: Thursday
Location
Roslyn, NY
Specialties
Standalone HELOCsSecond-Lien StructuringDraw Optimization
Recent review
Sarah K.

"Kept our 3.1% first mortgage intact and still unlocked $180k."

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AN
Financial Planner

Aiden Nakamura

Longview Wealth · CFP®, CPWA®
5.0(204)
16 yrsLicensedInsured
Response time
Within 4 hours
Availability
Available next week
Location
Garden City, NY
Specialties
Home as Retirement AssetCash-Flow PlanningTax-Efficient Withdrawals
Recent review
Denise M.

"First advisor who treated our home as part of the plan, not a side note."

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SR
Real Estate Advisor

Sofia Reyes

Harborline Real Estate · Licensed Associate Broker
4.9(312)
18 yrsLicensedInsured
Response time
Within 1 hour
Availability
Available today
Location
Port Washington, NY
Specialties
Neighborhood ValuationPre-Sale PrepOff-Market Sales
Recent review
Michael T.

"Honest about timing. Told us to wait 8 months and we netted $95k more."

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KB
Estate Planning Attorney

Katherine Bell, Esq.

Bell & Marsh LLP · J.D., Estate Planning Certified
5.0(98)
24 yrsLicensedInsured
Response time
Within 24 hours
Availability
Next available: Next Tuesday
Location
Mineola, NY
Specialties
Revocable TrustsReal Property TransferLegacy Planning
Recent review
The Whitmore Family

"Made an intimidating process feel calm and clear."

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HL
Certified Public Accountant

Henry Liu, CPA

Liu & Associates · CPA, MST
4.9(176)
20 yrsLicensedInsured
Response time
Within 4 hours
Availability
Available this week
Location
Great Neck, NY
Specialties
Home Office DeductionsRental Property TaxCapital Gains Planning
Recent review
Nathan P.

"Found deductions our prior CPA missed for three years running."

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PS
Energy Consultant

Priya Shah

Verdant Home Energy · BPI Certified, NABCEP Associate
4.9(143)
12 yrsLicensedInsured
Response time
Within 2 hours
Availability
Next available: Friday
Location
Roslyn, NY
Specialties
Energy AuditsHVAC EfficiencySolar Feasibility
Recent review
Grace H.

"Cut our energy bill by 28% in six months. Clear ROI on every recommendation."

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