Brentwood, NY

Popular Cities

Brentwood, NY
Join as a Pro

Best Financial Advisors in Brentwood, NY

The highest-rated Financial Planning & Wealth Management companies out of 152 vetted & reviewed in the Brentwood area.

View Profile
Q-Rise Tax + Accounting & Business Services

Q-Rise Tax + Accounting & Business Services

(10)
Go to Main Services Page, Sales Tax, Bookkeeping
“Very knowledgeable, professional and helpful for all your personal and business needs.”
In Business Since 2015
Coupons & Offers
Accepts Cash, Check, All Major Credit Cards
1394 Brentwood Rd, Bay Shore, NY 11706
i
View Profile
Broadridge Financial Solutions

Broadridge Financial Solutions

(5)
Asset Management, Insurance, Retail Banking
“An innovator in the Fintech space where engaged associates create loyal customers”
In Business Since 2004
Remote Consultations Available
Emergency Services
1155 Long Island Ave, Brentwood, NY
i
View Profile
Bruce Fabrizio Certified Public Accountant

Bruce Fabrizio Certified Public Accountant

(1)
Business Valuations, Individuals, Business Tax Returns
“Was very personable and knowledgeable.”
In Business Since 2018
44 Laurel Dr, Brentwood, NY
i
View Profile
Blue Line Wealth Management

Blue Line Wealth Management

Press Releases, Tunnel To Towers, Crohn's & Colitis Foundation
“Proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.”
In Business Since 2019
500 Express Dr S #100, Brentwood, NY
i
View Profile
Joseph Defino, CPA

Joseph Defino, CPA

(3)
“Highly professional and detailed accounting services with a friendly and personal touch.”
In Business Since 1984
Offers Financing Options
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
Kyle F. Lester, CPA

Kyle F. Lester, CPA

(25)
Services For Individuals, Quickbooks Services, Tax Services
“Putting the effort into finding a legal and tax expert who could make the process easy for me, answer my questions, and help me understand things, was a much smarter investment of my time and money than utilizing an online service.”
In Business Since 2006
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
Total Solutions Financing

Total Solutions Financing

(30)
  • SBA
  • Team
  • Family
“Been Working with Brittany For Awhile, they really treat you like family and a priority, I have deal with other lending companies that are only after the commission on there end, and push you towards bad deals.”
In Business Since 2021
Family Business
Offers Financing Options
310 New York Ave, Huntington, NY
i
View Profile
Weintraub, Traub, Tracy & Virk Cpas

Weintraub, Traub, Tracy & Virk Cpas

(30)
  • Pleasure
  • Job
  • Questions
“We always filed early in the tax year except this year and we met with him last minute with a few days to spare and he not only fit us in but he filed for us before the July 15th deadline.”
In Business Since 1993
37 E Main St, Oyster Bay, NY
i
View Profile
Ambrosio & Bellotti, Cpas

Ambrosio & Bellotti, Cpas

(2)
Business Valuation, Strategic Business Planning, Personal Financial Planning
“I have been using Ambrosio and Bellotti for as long as I can remember and I can't say enough good things about them!”
In Business Since 2007
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A
Serving Brentwood Area
i
View Profile
Cerini & Associates

Cerini & Associates

(7)
Accounting & Auditing, Tax & Business Advisory, Consulting
“My questions are answered, my phone calls and e-mails are returned, they're there whenever I need them and I'm treated with dignity and respect; something that tends to get lost these days in all the rush and multi-tasking we're all trying to do.”
In Business Since 1996
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Brentwood Area
i
View Profile
Physician Financial Services

Physician Financial Services

(2)
College Funding, Life Insurance, Retirement Plans
“Lawrence Keller asked specific questions and quickly determined that the best option for me was not one he could PERSONALLY provide.”
In Business Since 1994
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Brentwood Area
i
View Profile
Herman P Ortiz CPA

Herman P Ortiz CPA

(17)
Services For Individuals, Specialty Tax Services, Quickbooks Services
“It's so great to speak with an accountant who has stellar customer service skills, explains accounting terminology/ restrictions in an easy-to-understand way, and tries very hard to understand my business and personal concerns.”
In Business Since 2016
Offers Financing Options
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
GUY A. Finocchiaro, CPA

GUY A. Finocchiaro, CPA

(20)
  • Call
  • Questions
  • IRS
“While I have not personally worked with Guy, I have referred him numerous times for the following reasons: he has great "buzz" from the raving fans that work with him, he is generous with his time and expertise when he is asked a question, he keeps ...”
In Business Since 2008
Free Initial Consultation
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
Edwin Casanova, CPA

Edwin Casanova, CPA

(23)
Tax Services, Tax Problem Resolution, Additional Services
“Even when my husband and I stare at him with a glazed look of confusion over our faces, he's able to explain what he's doing or what needs to be done in a way that we can understand.”
In Business Since 2015
Serving Brentwood Area
i
View Profile
John Lepore, CPA

John Lepore, CPA

(17)
“John has helped make my business a huge success by showing me how to organize our business records and showed me how important it is to keep daily records in an effort to constantly monitor where we stand in order to keep increasing our income.”
In Business Since 2014
Offers Financing Options
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
Investment Insight Wealth Management

Investment Insight Wealth Management

Investment Management, College Planning, Retirement Plans For Businesses
“"Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hon...”
In Business Since 2014
Coupons & Offers
Accepts Check, Debit
Serving Brentwood Area
i
View Profile
Raisman CPA

Raisman CPA

(6)
Services For Individuals, Quickbooks Services, Industries
“Have had the pleasure and privilege of working with Raisman CPA since the late 1970's directly with Myron Raisman and after he retired, with Connie Ryan; and have been with them ever since.....”
In Business Since 2020
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
996 W Jericho Turnpike 2nd Floor, Smithtown, NY
i
View Profile
Vinod George Abraham CPA

Vinod George Abraham CPA

(16)
  • Team
  • Knowledge
“He provides prompt and effective results for personal and institutional/professional matters so you can be at ease knowing that your path forward is the best solution and in compliance with the latest laws and regulations.”
In Business Since 2008
Free Initial Consultation
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
Hyton Accounting & Consulting

Hyton Accounting & Consulting

(19)
  • Filing
  • Efficient
  • Family
“It's a huge difference to talk to someone that understands day to day life concerns and willing to professionally accommodate the time to meet with you as well as articulate the process and changes concerning your taxes.”
In Business Since 2012
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
Rost & Company, Cpas

Rost & Company, Cpas

(6)
Services For Individuals, Peer Review Preparation & Remediation, Firm Efficiency Consulting
“Mr Rost goes out of his way to help with all your financial needs.”
In Business Since 2017
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
William Carpenter CPA

William Carpenter CPA

(8)
Payroll Services, Financial Planning, Financial Statements
“I have been using him for over 25 years both for my personnel and business needs and I find him honest, hard working and very up on all the new laws and mandates .”
In Business Since 2001
Licensed
Serving Brentwood Area
i
View Profile
LG Planning Group

LG Planning Group

(22)
  • Team
  • Business
  • Health
“From a thorough price and plan comparison each year at renewal, to the responsiveness from the team for any and all questions my team and I present, I have nothing but good things to say about the entire LG team!”
In Business Since 2018
Serving Brentwood Area
i
View Profile
Joseph M Schwan CPA

Joseph M Schwan CPA

(10)
  • Team
“He's been doing my taxes for over 10 years always on top of everything everyone I refer to him has always been happy with his services”
In Business Since 2005
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Brentwood Area
i
View Profile
Heritage Financial Advisory Group

Heritage Financial Advisory Group

(18)
Financial Life Planning, Retirement Income Solutions, Legacy Planning
“I returned just a couple of days later to sign all of the proper documents and he again explained everything to me and walked me through the processes and protocol that the documents would go through the moment they left his office.”
In Business Since 2016
Serving Brentwood Area
i

Retirement Planning and Investment Management Services in Brentwood, NY Cost Estimates

Minimum cost
$1084
Maximum cost
$9207
National Average
$3250
Avg Per Hour Rates
$325
$2167
$5957
Fair price range is based on 340 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3250
Minimum cost $1084
Maximum cost $9207
Avg Per Hour Rates $325

Fair range $2167 to $5957 is based on 340 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Brentwood

Popular in Brentwood

, NY
Back To Top