Brookhaven, NY

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Brookhaven, NY
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Best Financial Advisors in Brookhaven, NY

The highest-rated Financial Planning & Wealth Management companies out of 102 vetted & reviewed in the Brookhaven area.

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Cerini & Associates

Cerini & Associates

(7)
Tax & Business Advisory, Accounting & Auditing, Consulting
“Not only have they been exemplary in their full-service accounting, but Ken has always gone above and beyond to assist us with all aspects of our business.”
Accepts All Major Credit Cards
In Business Since 1996
Licensed, BBB Rating: A+
Serving Brookhaven Area
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Edwin Casanova, CPA

Edwin Casanova, CPA

(23)
Tax Problem Resolution, For Small Businesses, Tax 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 Brookhaven Area
i
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Twin Forks Tax & Accounting

Twin Forks Tax & Accounting

(12)
  • Financial
“Kevin's Dad did our taxes for years and now Kevin has been doing it for years, we used to dread getting our taxes done before we went to Twin Forks, no more!”
Free Initial Consultation
Offers Financing Options
In Business Since 2007
Transparent Fees & Pricing
Serving Brookhaven Area
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Joseph M Schwan CPA

Joseph M Schwan CPA

(10)
  • Team
“My wife and I always feel very comfortable at the office and are always taken care of in a very professional and timely manner.”
Free Initial Consultation
Offers Financing Options
In Business Since 2005
Transparent Fees & Pricing
Serving Brookhaven Area
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Heritage Financial Advisory Group

Heritage Financial Advisory Group

(18)
Retirement Income Solutions, Retirement Planning & Beyond, Financial Life Planning
“It's so important for our company to work with a financial advisor that is reliable, and we wouldn't entrust our financial portfolio to anyone else!”
In Business Since 2016
Serving Brookhaven Area
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William Carpenter CPA

William Carpenter CPA

(8)
Financial Planning, Business Valuations, Payroll Services
“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 1999
Licensed
Serving Brookhaven Area
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Rost & Company, Cpas

Rost & Company, Cpas

(6)
Peer Review Preparation & Remediation, Tax Services, Services For Individuals
“This firm is extremely knowledgeable and efficient.”
Free Initial Consultation
Offers Financing Options
In Business Since 2017
Transparent Fees & Pricing
Serving Brookhaven Area
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SMG ABA

SMG ABA

(30)
  • Call
  • Restaurant
  • Team
“Wes and his team have been handling my accounting for the past 4 + years, and I can confidently say that without him and his team we would be in business after the pandemic.”
In Business Since 2021
Serving Brookhaven Area
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Ferrera Destefano & Caporusso Certified Public Accountants

Ferrera Destefano & Caporusso Certified Public Accountants

Financial Services For Businesses, Financial Services For Individuals, Tax Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1992
Accepts All Major Credit Cards
Serving Brookhaven Area
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Merchant Provider Solutions

Merchant Provider Solutions

(14)
  • Questions
“Couldn't have made getting set up any easier, cant recommend enough!”
Free Initial Consultation
In Business Since 2021
Emergency Services
Serving Brookhaven Area
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Nick J. Giannitsas CPA

Nick J. Giannitsas CPA

(1)
“NICK is awsome, we actually miss our in person appointment with him, he is efficient and always provides excellent service.”
Free Initial Consultation
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
Serving Brookhaven Area
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Thomas W. Lally CPA

Thomas W. Lally CPA

(1)
Tax Services, Services For Individuals, Business Services
“Known Tom for over 20 years, very knowledgeable and responsive.”
Offers Financing Options
In Business Since 2018
Transparent Fees & Pricing
Serving Brookhaven Area
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Eghrari Wealth Training Law Firm

Eghrari Wealth Training Law Firm

(9)
Skip to Secondary Navigation, Skip to Main Content, Menu
“Eghrari's services are not once and done, he establishes a relationship with his clients to help them with the events that we almost face, his services make these times more manageable.”
Family Business
In Business Since 1992
Accepts All Major Credit Cards
50 Karl Ave #202, Smithtown, NY
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Silverman & Associates

Silverman & Associates

(8)
Business Accounting Services, Long Island Tax Resolution Services, Personal Accounting Services
“If u have any accounting or tax problems, they can definitly fix it...”
In Business Since 2013
Serving Brookhaven Area
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Don Coley & Associates

Don Coley & Associates

(1)
Tax Planning, Real Estate, Individual Tax Return
“Excellent people-oriented service!”
In Business Since 2020
372 Islip Ave, Islip, NY
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Fortitude Investment Group

Fortitude Investment Group

(6)
“He understands both long and short term strategy and how to tailor that to you and your goals.”
In Business Since 2010
Free Initial Consultation
Serving Brookhaven Area
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Attract Capital

Attract Capital

(1)
Fundless Sponsor Financing, Financial Modelling, Growth Capital/Expansion Capital
“Great working with Dave!”
Coupons & Offers
In Business Since 2000
Offers Financing Options
Serving Brookhaven Area
i
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Louis A. Soriano CFP - Navigator Financial

Louis A. Soriano CFP - Navigator Financial

(3)
“And always looking for your best interest!!!”
In Business Since 2005
308 W Main St #206, Smithtown, NY
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Peter R. O'Leary, CPA

Peter R. O'Leary, CPA

(1)
“He handled my personal and buisness accounting for a few years until i moved to another state.”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
Serving Brookhaven Area
i
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James P Phelan CPA

James P Phelan CPA

(1)
Quickbooks Services, Tax Services, Small Business Accounting
“Everyone here is friendly and they care about serving their customers.”
In Business Since 2004
Remote Consultations Available
Serving Brookhaven Area
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Munistat Services

Munistat Services

Continuing Disclosure, Financing With Bonds, Notes and Leases, Capital Project Planning
“MUNISTAT SERVICES, INC. was established in 1977, and has served as financial advisor to local governments, school districts, and other tax-exempt”
In Business Since 1996
Offers Financing Options
Serving Brookhaven Area
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Wizdomone Group

Wizdomone Group

(4)
Personal Insurance, Wealth Management, Business Insurance
“We had to use both insurance plans after a house fire, but thanks to the awesome plan Anthony put together, we have peace of mind knowing all of our needs are met.”
In Business Since 2014
Serving Brookhaven Area
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GS Garritano & Associates, Cpas, Cfos

GS Garritano & Associates, Cpas, Cfos

(7)
“I don't worry about being family because everyone who walks through these doors is family and is treated with the upmost professionalism and greatest team of problem solvers.”
In Business Since 2009
Serving Brookhaven Area
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Nobareq

Nobareq

“Are you facing foreclosure in Suffolk County, New York? Then you need to get in touch with us at Nobareq LLC! We buy distressed homes in their current condition for cash. It doesn't matter if your home has no equity at all, we'll still buy it for a r...”
In Business Since 2018
Emergency Services
Brookhaven, NY
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Retirement Planning and Investment Management Services in Brookhaven, NY Cost Estimates

Minimum cost
$1240
Maximum cost
$10534
National Average
$3718
Avg Per Hour Rates
$372
$2479
$6816
Typical price range is based on 292 cost profiles
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Average Cost $3718
Minimum cost $1240
Maximum cost $10534
Avg Per Hour Rates $372

Typical range $2479 to $6816 is based on 292 cost profiles.

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Wealth Management Advisors near Brookhaven

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