The highest-rated Financial Planning & Wealth Management companies out of 168 vetted & reviewed in the Islip area.
Learn how we score.
Prominent finalists A-Z in Islip
Ambrosio & Bellotti, Cpas
Broadridge Financial Solutions
Cerini & Associates
Comprehensive Financial
Don Coley & Associates
Edward Helm CPA
Edwin Casanova, CPA
GUY A. Finocchiaro, CPA
Heritage Financial Advisory Group
Herman P Ortiz CPA
Investment Insight Wealth Management
James P Phelan CPA
Joseph M Schwan CPA
Kyle F. Lester, CPA
LG Planning Group
Long Island Center For Divorce Mediation
MCM Tax Services
Physician Financial Services
Q-Rise Tax + Accounting & Business Services
Raisman CPA
Rost & Company, Cpas
Support HQ
Total Solutions Financing
William Carpenter CPA
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Don Coley & Associates
(1)
Tax Planning, In-House Attorney, Business Tax
“Excellent people-oriented service!”
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James P Phelan CPA
(1)
Quickbooks Services, Personal Financial Planning, Payroll Services
“Everyone here is friendly and they care about serving their customers.”
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Comprehensive Financial
(8)
Investment
Family
“They have supported our firm through benefit plan changes, retirement plan conversions, and management changes -- always supportive, competent and efficient -- helping us reach our goals.”
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MCM Tax Services
“We are a full-service Accounting firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
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Kyle F. Lester, CPA
(25)
Quickbooks Services, Business Services, Services For Individuals
“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.”
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Q-Rise Tax + Accounting & Business Services
(10)
Sales Tax, IRS Tax Problem Resolution, Individual Tax Returns
“If you need taxes done-- by the top firm on long island---here it is------”
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Total Solutions Financing
(30)
Team
Communication
Funding
“Howel Fesq was on top of things from the beginning with the SBA for my company and very knowlegeable and helpful, I could not have got it done with out Howels professional help”
i
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Ambrosio & Bellotti, Cpas
(2)
IRS Audit Representation, Small Business Accounting, IRS Payment Plan
“Very attentive to details and they always go above and beyond!”
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Cerini & Associates
(7)
Consulting, Accounting & Auditing, Tax & Business Advisory
“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.”
i
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Physician Financial Services
(2)
Life Insurance, Disability Insurance, College Funding
“I have recommended him to many other doctors who have all been more than satisfied with his services.”
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Herman P Ortiz CPA
(17)
Specialty Tax Services, Business Services, Services For Individuals
“I own a small business and the professionals within this company are experts in all matters of planning, strategy and consulting of business finance and accounting.”
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GUY A. Finocchiaro, CPA
(20)
Questions
Emails
Call
“Finocchiaro is extremely knowledgeable and stays updated on the latest Tax Laws to make sure we are fully compliant and doing everything according to code.”
i
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Edwin Casanova, CPA
(23)
Tax Problem Resolution, For Individuals, 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.”
i
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Broadridge Financial Solutions
(5)
Insurance, Capital Markets and Banking, Asset Management
“Great place to work”
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Investment Insight Wealth Management
College Planning, Retirement Planning, Investment Management
“"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...”
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Raisman CPA
(6)
Quickbooks Services, Business Services, Services For Individuals
“I have this respect for Al and the firm because no matter what comes up requiring their services, I know it will be handled proffessionally and thoroughly.”
i
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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.”
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Rost & Company, Cpas
(6)
Peer Review Preparation & Remediation, Business Services, Services For Individuals
“This firm is extremely knowledgeable and efficient.”
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LG Planning Group
(22)
Business
Policy
Company
“Over the last several years, LG planning group has helped us find the best Professional Employment Organization (PEO) to manage our benefits, HR, and payroll services.”
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Support HQ
(6)
Services For Quickbooks, Business Services, Services For Individuals
“He was communicative throughout the entire process and got our taxes done quick!”
i
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William Carpenter CPA
(8)
Financial Planning, Business Tax Returns, Tax Planning
“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 .”
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Heritage Financial Advisory Group
(18)
Retirement Income Solutions, Strategic Money Management, Financial Life Planning
“I referred them to Lou at Heritage Financial who did an excellent job in guiding the clients into investment vehicles that were appropriate for their specific needs.”
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Long Island Center For Divorce Mediation
(11)
Spousal Support, Child Support Mediation, Child Custody
“Kramer is an amazing therapist , she listens first and then offers her thoughts in a resolution , with her many years of experience , she just has a way of making things very positive.”
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Edward Helm CPA
(13)
Outsourced Accounting & Bookkeeping, Incorporation and New Business Advisory, Small Business Accounting
“It is nice to know there is a reliable source that takes a personal interest in my finances and has provided useful recommendations and tips on investment options that would suit my needs.”
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Retirement Planning and Investment Management Services in Islip, NY Cost Estimates